BIP Wealth’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 |
-2,802
| Closed | -$225K | – | 286 |
|
|
2024
Q4 | $225K | Buy |
+2,802
| New | +$225K | 0.02% | 241 |
|
|
2024
Q2 | – | Sell |
-3,182
| Closed | -$242K | – | 208 |
|
|
2024
Q1 | $242K | Hold |
3,182
| – | – | 0.02% | 192 |
|
|
2023
Q4 | $233K | Sell |
3,182
-649
| -17% | -$47.6K | 0.02% | 176 |
|
|
2023
Q3 | $248K | Sell |
3,831
-696
| -15% | -$45.1K | 0.02% | 154 |
|
|
2023
Q2 | $311K | Sell |
4,527
-136
| -3% | -$9.35K | 0.03% | 138 |
|
|
2023
Q1 | $308K | Buy |
+4,663
| New | +$308K | 0.03% | 143 |
|