Acorn Wealth Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $333K | Buy |
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|
2024
Q2 | $305K | Sell |
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|
2024
Q1 | $326K | Buy |
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|
2023
Q4 | $315K | Buy |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $293K | Hold |
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|
2023
Q1 | $282K | Buy |
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|
2022
Q4 | $275K | Sell |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $256K | Buy |
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|
2022
Q1 | $296K | Buy |
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|
2021
Q4 | $273K | Buy |
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|
2021
Q3 | $253K | Sell |
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|
2021
Q2 | $258K | Sell |
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|
2021
Q1 | $251K | Hold |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $216K | Buy |
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|
2019
Q3 | $211K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $311K | Buy |
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|
2018
Q4 | $266K | Sell |
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|
2018
Q3 | $317K | Buy |
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|
2018
Q2 | $263K | Buy |
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|
2018
Q1 | $240K | Sell |
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|
2017
Q4 | $262K | Buy |
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