Arkadios Wealth Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-620
| Closed | -$41K | – | 1282 |
|
|
2021
Q3 | $41K | Sell |
620
-792
| -56% | -$52.4K | 0.01% | 950 |
|
|
2021
Q2 | $95K | Sell |
1,412
-313
| -18% | -$21.1K | 0.01% | 731 |
|
|
2021
Q1 | $112K | Sell |
1,725
-140
| -8% | -$9.09K | 0.02% | 514 |
|
|
2020
Q4 | $103K | Buy |
1,865
+1,293
| +226% | +$71.4K | 0.02% | 433 |
|
|
2020
Q3 | $26.8K | Buy |
572
+1
| +0.2% | +$47 | 0.01% | 541 |
|
|
2020
Q2 | $24.2K | Sell |
571
-249
| -30% | -$10.6K | 0.01% | 506 |
|
|
2020
Q1 | $28.9K | Sell |
820
-420
| -34% | -$14.8K | 0.02% | 421 |
|
|
2019
Q4 | $67.9K | Buy |
+1,240
| New | +$67.9K | 0.04% | 281 |
|