Wetzel Investment Advisors’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
2024
Q3
Sell
-271
Closed -$151K 581
2024
Q2
$151K Hold
271
0.09% 140
2024
Q1
$140K Sell
271
-1
-0.4% -$517 0.08% 148
2023
Q4
$138K Buy
+272
New +$138K 0.08% 146