WealthSpring Partners’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
Q3
$1.76M Sell
3,852
-76
-2% -$34.7K 1.31% 16
2023
Q2
$1.88M Sell
3,928
-796
-17% -$381K 1.36% 16
2023
Q1
$2.17M Buy
4,724
+14
+0.3% +$6.42K 1.68% 14
2022
Q4
$2.09M Sell
4,710
-340
-7% -$151K 1.63% 16
2022
Q3
$2.03M Buy
+5,050
New +$2.03M 1.79% 15