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