Walled Lake Planning & Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-513	Closed	-$252K	–	335
2021 Q2	$252K	Sell	513 -28	-5%	-$13.8K	0.16%	67
2021 Q1	$258K	Buy	+541	New	+$258K	0.18%	63