Aviso Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Sell |
2,704
-28
| -1% | -$2.22K | 0.1% | 137 |
|
|
2025
Q1 | $211K | Sell |
2,732
-23
| -0.8% | -$1.77K | 0.11% | 132 |
|
|
2024
Q4 | $221K | Sell |
2,755
-229
| -8% | -$18.4K | 0.11% | 132 |
|
|
2024
Q3 | $237K | Sell |
2,984
-317
| -10% | -$25.2K | 0.13% | 134 |
|
|
2024
Q2 | $241K | Sell |
3,301
-675
| -17% | -$49.2K | 0.14% | 133 |
|
|
2024
Q1 | $302K | Buy |
3,976
+68
| +2% | +$5.17K | 0.19% | 113 |
|
|
2023
Q4 | $287K | Buy |
+3,908
| New | +$287K | 0.21% | 108 |
|