Baystate 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $7.76K | Hold |
105
| – | – | ﹤0.01% | 786 |
|
2023
Q3 | $6.83K | Buy |
105
+1
| +1% | +$65 | ﹤0.01% | 644 |
|
2023
Q2 | $7.21K | Hold |
104
| – | – | ﹤0.01% | 631 |
|
2023
Q1 | $6.9K | Sell |
104
-15
| -13% | -$995 | ﹤0.01% | 625 |
|
2022
Q4 | $8K | Buy |
119
+1
| +0.8% | +$67 | ﹤0.01% | 621 |
|
2022
Q3 | $7K | Hold |
118
| – | – | ﹤0.01% | 607 |
|
2022
Q2 | $7K | Buy |
118
+1
| +0.9% | +$59 | ﹤0.01% | 626 |
|
2022
Q1 | $8K | Buy |
+117
| New | +$8K | ﹤0.01% | 609 |
|
2019
Q1 | – | Sell |
-31
| Closed | -$2K | – | 693 |
|
2018
Q4 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 516 |
|