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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $127K | Buy |
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|
2025
Q2 | $121K | Buy |
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|
2025
Q1 | $117K | Buy |
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|
2024
Q4 | $122K | Sell |
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|
2024
Q3 | $127K | Buy |
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|
2024
Q2 | $117K | Sell |
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|
2024
Q1 | $122K | Buy |
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|
2023
Q4 | $111K | Buy |
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|
2023
Q3 | $97.1K | Buy |
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|
2023
Q2 | $103K | Buy |
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|
2023
Q1 | $98.5K | Buy |
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|
2022
Q4 | $96.2K | Buy |
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|
2022
Q3 | $6.07K | Buy |
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|
2022
Q2 | $61 | Hold |
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|
2022
Q1 | $70 | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $66 | Hold |
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|
2021
Q2 | $68 | Buy |
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