Beaumont Financial Advisors’s State Street 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 | $257K | Hold |
|
|||||
|
2025
Q2 | $245K | Sell |
|
|||||
|
2025
Q1 | $246K | Hold |
|
|||||
|
2024
Q4 | $256K | Hold |
|
|||||
|
2024
Q3 | $253K | Hold |
|
|||||
|
2024
Q2 | $233K | Sell |
|
|||||
|
2024
Q1 | $257K | Hold |
|
|||||
|
2023
Q4 | $248K | Sell |
|
|||||
|
2023
Q3 | $312K | Sell |
|
|||||
|
2023
Q2 | $478K | Sell |
|
|||||
|
2023
Q1 | $675K | Sell |
|
|||||
|
2022
Q4 | $715K | Sell |
|
|||||
|
2022
Q3 | $640K | Buy |
|