AIA
Allegis Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $14.6M | Buy |
146,637
+24,862
| +20% | +$2.47M | 4.47% | 3 |
|
|
2017
Q4 | $12.5M | Buy |
+121,775
| New | +$12.5M | 3.69% | 3 |
|
|
2017
Q3 | – | Sell |
-5,139
| Closed | -$495K | – | 270 |
|
|
2017
Q2 | $495K | Buy |
5,139
+281
| +6% | +$27.1K | 0.13% | 150 |
|
|
2017
Q1 | $468K | Buy |
4,858
+933
| +24% | +$89.9K | 0.12% | 152 |
|
|
2016
Q4 | $369K | Buy |
+3,925
| New | +$369K | 0.12% | 163 |
|