B.O.S.S. Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,902
| Closed | -$866K | – | 258 |
|
|
2024
Q3 | $866K | Buy |
10,902
+2,411
| +28% | +$192K | 0.17% | 129 |
|
|
2024
Q2 | $619K | Buy |
8,491
+3,627
| +75% | +$265K | 0.16% | 123 |
|
|
2024
Q1 | $357K | Sell |
4,864
-96
| -2% | -$7.04K | 0.14% | 108 |
|
|
2023
Q4 | $364K | Buy |
+4,960
| New | +$364K | 0.07% | 196 |
|
|
2023
Q1 | – | Sell |
-4,463
| Closed | -$289K | – | 231 |
|
|
2022
Q4 | $289K | Buy |
+4,463
| New | +$289K | 0.07% | 192 |
|