Bison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-600
| Closed | -$36K | – | 306 |
|
|
2022
Q2 | $36K | Hold |
600
| – | – | 0.02% | 241 |
|
|
2022
Q1 | $42K | Hold |
600
| – | – | 0.02% | 269 |
|
|
2021
Q4 | $43K | Hold |
600
| – | – | 0.03% | 246 |
|
|
2021
Q3 | $40K | Hold |
600
| – | – | 0.02% | 317 |
|
|
2021
Q2 | $41K | Hold |
600
| – | – | 0.02% | 326 |
|
|
2021
Q1 | $39K | Hold |
600
| – | – | 0.02% | 332 |
|
|
2020
Q4 | $33K | Hold |
600
| – | – | 0.02% | 306 |
|
|
2020
Q3 | $26K | Hold |
600
| – | – | 0.02% | 276 |
|
|
2020
Q2 | $26K | Sell |
600
-450
| -43% | -$19.5K | 0.02% | 277 |
|
|
2020
Q1 | $37K | Sell |
1,050
-484
| -32% | -$17.1K | 0.03% | 252 |
|
|
2019
Q4 | $84K | Buy |
+1,534
| New | +$84K | 0.04% | 276 |
|