AO
Advisor OS’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 | $944K | Buy |
11,882
+8,337
| +235% | +$662K | 0.09% | 157 |
|
|
2025
Q1 | $273K | Buy |
+3,545
| New | +$273K | 0.03% | 344 |
|
|
2023
Q2 | – | Sell |
-3,626
| Closed | -$240K | – | 300 |
|
|
2023
Q1 | $240K | Sell |
3,626
-722
| -17% | -$47.7K | 0.06% | 216 |
|
|
2022
Q4 | $281K | Buy |
+4,348
| New | +$281K | 0.07% | 181 |
|