Sharkey, Howes & Javer’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
2019 Q1	–	Sell	-125	Closed	-$38K	–	213
2018 Q4	$38K	Buy	125 +1	+0.8%	+$333	0.02%	112
2018 Q3	$46K	Sell	124 -4	-3%	-$1.47K	0.02%	115
2018 Q2	$45K	Sell	128 -7	-5%	-$2.46K	0.03%	108
2018 Q1	$46K	Buy	135 +1	+0.7%	+$348	0.03%	95
2017 Q4	$46K	Sell	134 -140	-51%	-$47.2K	0.03%	95
2017 Q3	$91K	Hold	274	–	–	0.05%	72
2017 Q2	$87K	Buy	274 +80	+41%	+$25.2K	0.05%	70
2017 Q1	$61K	Buy	194 +1	+0.5%	+$310	0.03%	81
2016 Q4	$58K	Buy	193 +4	+2%	+$1.16K	0.04%	88
2016 Q3	$53K	Buy	189 +42	+29%	+$11.8K	0.03%	87
2016 Q2	$40K	Buy	147 +1	+0.7%	+$267	0.03%	103
2016 Q1	$38K	Buy	146 +8	+6%	+$1.95K	0.03%	106
2015 Q4	$35K	Buy	138 +4	+3%	+$1.04K	0.02%	119
2015 Q3	$35K	Buy	+134	New	+$35.5K	0.03%	120
2015 Q2	–	Sell	-134	Closed	-$37K	–	233
2015 Q1	$37K	Buy	+134	New	+$36.1K	0.02%	123