Patriot Financial Group Insurance Agency’s State Street SPDR S&P MIDCAP 400 ETF Trust MDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-842	Closed	-$384K	–	489
2023 Q3	$384K	Sell	842 -285	-25%	-$137K	0.08%	287
2023 Q2	$540K	Buy	1,127 +86	+8%	+$39.2K	0.1%	231
2023 Q1	$477K	Buy	+1,041	New	+$485K	0.1%	224
2022 Q3	–	Sell	-561	Closed	-$232K	–	1317
2022 Q2	$232K	Hold	561	–	–	0.05%	350
2022 Q1	$275K	Hold	561	–	–	0.05%	346
2021 Q4	$290K	Hold	561	–	–	0.05%	363
2021 Q3	$270K	Hold	561	–	–	0.05%	371
2021 Q2	$275K	Hold	561	–	–	0.05%	356
2021 Q1	$267K	Buy	561 +415	+284%	+$189K	0.06%	323
2020 Q4	$61K	Hold	146	–	–	0.02%	629
2020 Q3	$49K	Hold	146	–	–	0.02%	541
2020 Q2	$47K	Hold	146	–	–	0.02%	533
2020 Q1	$38K	Buy	146 +10	+7%	+$3.39K	0.02%	507
2019 Q4	$51K	Buy	136 +106	+353%	+$38.3K	0.02%	473
2019 Q3	$11K	Buy	+30	New	+$10.5K	﹤0.01%	784
2018 Q1	–	Sell	-106	Closed	-$37K	–	974
2017 Q4	$37K	Buy	+106	New	+$35.7K	0.03%	340