WealthPlan Investment 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
2023 Q1	–	Sell	-862	Closed	-$420K	–	517
2022 Q4	$420K	Sell	862 -7	-0.8%	-$3.41K	0.03%	275
2022 Q3	$393K	Buy	+869	New	+$393K	0.03%	270
2022 Q1	$372K	Buy	+815	New	+$372K	0.03%	285