Transform Wealth’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Transform Wealth’s Portfolio MDYV Stock Details MDYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell
2018 Q1	$2.99M	Sell
2017 Q4	$3.11M	Buy
2017 Q3	$2.83M	Buy
2017 Q2	–	Sell
2017 Q1	$2.26M	Buy
2016 Q4	$2.08M	Buy
2016 Q3	$1.8M	Buy
2016 Q2	$1.61M	Buy