AFAS
Acorn Financial Advisory Services’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Hold |
17,295
| – | – | 0.23% | 53 |
|
|
2025
Q1 | $1.33M | Sell |
17,295
-526
| -3% | -$40.5K | 0.24% | 53 |
|
|
2024
Q4 | $1.43M | Hold |
17,821
| – | – | 0.24% | 48 |
|
|
2024
Q3 | $1.42M | Buy |
17,821
+964
| +6% | +$76.6K | 0.25% | 46 |
|
|
2024
Q2 | $1.23M | Sell |
16,857
-2,732
| -14% | -$199K | 0.23% | 51 |
|
|
2024
Q1 | $1.49M | Sell |
19,589
-5,428
| -22% | -$413K | 0.28% | 46 |
|
|
2023
Q4 | $1.83M | Sell |
25,017
-6,246
| -20% | -$456K | 0.32% | 46 |
|
|
2023
Q3 | $2.02M | Hold |
31,263
| – | – | 0.36% | 39 |
|
|
2023
Q2 | $2.15M | Hold |
31,263
| – | – | 0.38% | 31 |
|
|
2023
Q1 | $2.07M | Buy |
31,263
+1,493
| +5% | +$98.7K | 0.4% | 29 |
|
|
2022
Q4 | $1.93M | Sell |
29,770
-1,792
| -6% | -$116K | 0.41% | 27 |
|
|
2022
Q3 | $1.82M | Hold |
31,562
| – | – | 0.43% | 26 |
|
|
2022
Q2 | $1.91M | Hold |
31,562
| – | – | 0.45% | 27 |
|
|
2022
Q1 | $2.22M | Hold |
31,562
| – | – | 0.44% | 30 |
|
|
2021
Q4 | $2.25M | Hold |
31,562
| – | – | 0.45% | 31 |
|
|
2021
Q3 | $2.09M | Hold |
31,562
| – | – | 0.65% | 32 |
|
|
2021
Q2 | $2.13M | Sell |
31,562
-429
| -1% | -$28.9K | 0.63% | 35 |
|
|
2021
Q1 | $2.12M | Hold |
31,991
| – | – | 0.78% | 25 |
|
|
2020
Q4 | $1.78M | Hold |
31,991
| – | – | 0.7% | 30 |
|
|
2020
Q3 | $1.39M | Hold |
31,991
| – | – | 0.73% | 29 |
|
|
2020
Q2 | $1.36M | Hold |
31,991
| – | – | 0.95% | 17 |
|
|
2020
Q1 | $1.13M | Sell |
31,991
-460
| -1% | -$16.3K | 1.12% | 15 |
|
|
2019
Q4 | $1.78M | Buy |
+32,451
| New | +$1.78M | 1.49% | 8 |
|