Baldwin Wealth Partners’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
Q2 | – | Sell |
-44
| Closed | -$3.34K | – | 814 |
|
|
2024
Q1 | $3.34K | Sell |
44
-202
| -82% | -$15.4K | ﹤0.01% | 617 |
|
|
2023
Q4 | $18.1K | Buy |
+246
| New | +$18.1K | ﹤0.01% | 514 |
|
|
2020
Q4 | – | Sell |
-345
| Closed | -$15K | – | 561 |
|
|
2020
Q3 | $15K | Sell |
345
-900
| -72% | -$39.1K | ﹤0.01% | 409 |
|
|
2020
Q2 | $53K | Hold |
1,245
| – | – | 0.01% | 285 |
|
|
2020
Q1 | $44K | Hold |
1,245
| – | – | 0.01% | 293 |
|
|
2019
Q4 | $68K | Buy |
1,245
+660
| +113% | +$36K | 0.01% | 279 |
|
|
2019
Q3 | $30K | Buy |
+585
| New | +$30K | ﹤0.01% | 367 |
|