BA
Bellwether Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $94K | Hold |
1,183
| – | – | 0.02% | 177 |
|
2025
Q1 | $91.1K | Hold |
1,183
| – | – | 0.02% | 180 |
|
2024
Q4 | $94.9K | Buy |
+1,183
| New | +$94.9K | 0.02% | 189 |
|
2024
Q3 | – | Sell |
-38,924
| Closed | -$2.84M | – | 139 |
|
2024
Q2 | $2.84M | Buy |
+38,924
| New | +$2.84M | 0.6% | 40 |
|