Beacon Financial Advisory’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
Q1
Sell
-6,049
Closed -$485K 332
2024
Q4
$485K Buy
+6,049
New +$485K 0.16% 161