Beaumont Financial Advisors’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
Q2 | $245K | Sell |
3,081
-108
| -3% | -$8.58K | 0.02% | 335 |
|
|
2025
Q1 | $246K | Hold |
3,189
| – | – | 0.02% | 321 |
|
|
2024
Q4 | $256K | Hold |
3,189
| – | – | 0.02% | 317 |
|
|
2024
Q3 | $253K | Hold |
3,189
| – | – | 0.02% | 299 |
|
|
2024
Q2 | $233K | Sell |
3,189
-196
| -6% | -$14.3K | 0.02% | 321 |
|
|
2024
Q1 | $257K | Hold |
3,385
| – | – | 0.02% | 301 |
|
|
2023
Q4 | $248K | Sell |
3,385
-1,424
| -30% | -$104K | 0.02% | 292 |
|
|
2023
Q3 | $312K | Sell |
4,809
-2,138
| -31% | -$139K | 0.03% | 236 |
|
|
2023
Q2 | $478K | Sell |
6,947
-3,269
| -32% | -$225K | 0.04% | 195 |
|
|
2023
Q1 | $675K | Sell |
10,216
-827
| -7% | -$54.6K | 0.07% | 152 |
|
|
2022
Q4 | $715K | Sell |
11,043
-25
| -0.2% | -$1.62K | 0.07% | 151 |
|
|
2022
Q3 | $640K | Buy |
+11,068
| New | +$640K | 0.06% | 152 |
|