Bartlett & Co 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 | $121K | Buy |
1,523
+5
| +0.3% | +$397 | ﹤0.01% | 512 |
|
|
2025
Q1 | $117K | Buy |
1,518
+3
| +0.2% | +$231 | ﹤0.01% | 521 |
|
|
2024
Q4 | $122K | Sell |
1,515
-87
| -5% | -$6.98K | ﹤0.01% | 513 |
|
|
2024
Q3 | $127K | Buy |
1,602
+4
| +0.3% | +$318 | ﹤0.01% | 510 |
|
|
2024
Q2 | $117K | Sell |
1,598
-7
| -0.4% | -$511 | ﹤0.01% | 518 |
|
|
2024
Q1 | $122K | Buy |
1,605
+104
| +7% | +$7.9K | ﹤0.01% | 521 |
|
|
2023
Q4 | $111K | Buy |
1,501
+3
| +0.2% | +$222 | ﹤0.01% | 556 |
|
|
2023
Q3 | $97.1K | Buy |
1,498
+4
| +0.3% | +$259 | ﹤0.01% | 544 |
|
|
2023
Q2 | $103K | Buy |
1,494
+4
| +0.3% | +$275 | ﹤0.01% | 536 |
|
|
2023
Q1 | $98.5K | Buy |
1,490
+3
| +0.2% | +$198 | ﹤0.01% | 468 |
|
|
2022
Q4 | $96.2K | Buy |
1,487
+1,382
| +1,316% | +$89.4K | ﹤0.01% | 476 |
|
|
2022
Q3 | $6.07K | Buy |
105
+104
| +10,400% | +$6.01K | ﹤0.01% | 893 |
|
|
2022
Q2 | $61 | Hold |
1
| – | – | ﹤0.01% | 1296 |
|
|
2022
Q1 | $70 | Buy |
+1
| New | +$70 | ﹤0.01% | 1064 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | -$66 | – | 686 |
|
|
2021
Q3 | $66 | Hold |
1
| – | – | ﹤0.01% | 935 |
|
|
2021
Q2 | $68 | Buy |
+1
| New | +$68 | ﹤0.01% | 1067 |
|