Balanced Wealth Group’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 | $12.2M | Buy |
152,171
+10,619
| +8% | +$852K | 5.3% | 5 |
|
|
2025
Q1 | $10.9M | Sell |
141,552
-1,335
| -0.9% | -$103K | 5.27% | 5 |
|
|
2024
Q4 | $11.8M | Buy |
142,887
+8,153
| +6% | +$675K | 5.31% | 5 |
|
|
2024
Q3 | $10.6M | Sell |
134,734
-113,153
| -46% | -$8.92M | 4.7% | 6 |
|
|
2024
Q2 | $9.24M | Buy |
247,887
+13,486
| +6% | +$503K | 4.21% | 6 |
|
|
2024
Q1 | $8.55M | Buy |
234,401
+192,575
| +460% | +$7.02M | 3.81% | 6 |
|
|
2023
Q4 | $3.07M | Buy |
+41,826
| New | +$3.07M | 1.6% | 16 |
|