Truvvo Partners’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
2021 Q4	–	Sell	-712	Closed	-$342K	–	23
2021 Q3	$342K	Buy	+712	New	+$350K	0.24%	20
2019 Q3	–	Sell	-1,165	Closed	-$414K	–	49
2019 Q2	$414K	Buy	+1,165	New	+$407K	0.3%	35
2019 Q1	–	Sell	-1,238	Closed	-$377K	–	34
2018 Q4	$377K	Hold	1,238	–	–	0.31%	32
2018 Q3	$455K	Hold	1,238	–	–	0.34%	36
2018 Q2	$440K	Hold	1,238	–	–	0.32%	39
2018 Q1	$424K	Hold	1,238	–	–	0.16%	77
2017 Q4	$428K	Sell	1,238 -180	-13%	-$60.7K	0.14%	105
2017 Q3	$463K	Hold	1,418	–	–	0.15%	103
2017 Q2	$450K	Hold	1,418	–	–	0.16%	100
2017 Q1	$444K	Hold	1,418	–	–	0.2%	90
2016 Q4	$428	Buy	+1,418	New	+$410K	0.15%	105