Broadview Financial Management’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 | $682K | Buy |
8,580
+293
| +4% | +$23.3K | 0.46% | 32 |
|
|
2025
Q1 | $639K | Sell |
8,287
-247
| -3% | -$19K | 0.48% | 29 |
|
|
2024
Q4 | $684K | Sell |
8,534
-518
| -6% | -$41.5K | 0.49% | 30 |
|
|
2024
Q3 | $719K | Buy |
9,052
+39
| +0.4% | +$3.1K | 0.49% | 31 |
|
|
2024
Q2 | $657K | Sell |
9,013
-68
| -0.7% | -$4.96K | 0.48% | 31 |
|
|
2024
Q1 | $690K | Buy |
9,081
+242
| +3% | +$18.4K | 0.5% | 31 |
|
|
2023
Q4 | $649K | Sell |
8,839
-661
| -7% | -$48.5K | 0.5% | 31 |
|
|
2023
Q3 | $616K | Buy |
9,500
+43
| +0.5% | +$2.79K | 0.57% | 27 |
|
|
2023
Q2 | $650K | Buy |
9,457
+149
| +2% | +$10.2K | 0.56% | 28 |
|
|
2023
Q1 | $615K | Buy |
9,308
+26
| +0.3% | +$1.72K | 0.54% | 29 |
|
|
2022
Q4 | $601K | Sell |
9,282
-741
| -7% | -$48K | 0.54% | 29 |
|
|
2022
Q3 | $580K | Buy |
10,023
+405
| +4% | +$23.4K | 0.58% | 29 |
|
|
2022
Q2 | $582K | Sell |
9,618
-69
| -0.7% | -$4.18K | 0.54% | 29 |
|
|
2022
Q1 | $682K | Sell |
9,687
-156
| -2% | -$11K | 0.51% | 33 |
|
|
2021
Q4 | $700K | Sell |
9,843
-65
| -0.7% | -$4.62K | 0.5% | 34 |
|
|
2021
Q3 | $656K | Buy |
9,908
+144
| +1% | +$9.53K | 0.51% | 29 |
|
|
2021
Q2 | $659K | Buy |
9,764
+423
| +5% | +$28.5K | 0.5% | 31 |
|
|
2021
Q1 | $611K | Sell |
9,341
-2,631
| -22% | -$172K | 0.47% | 33 |
|
|
2020
Q4 | $664K | Sell |
11,972
-1,078
| -8% | -$59.8K | 0.51% | 33 |
|
|
2020
Q3 | $566K | Sell |
13,050
-644
| -5% | -$27.9K | 0.48% | 32 |
|
|
2020
Q2 | $584K | Sell |
13,694
-11,464
| -46% | -$489K | 0.47% | 33 |
|
|
2020
Q1 | $887K | Buy |
25,158
+4,072
| +19% | +$144K | 0.79% | 29 |
|
|
2019
Q4 | $1.16M | Buy |
21,086
+145
| +0.7% | +$7.94K | 0.8% | 29 |
|
|
2019
Q3 | $1.08M | Buy |
20,941
+395
| +2% | +$20.3K | 0.8% | 28 |
|
|
2019
Q2 | $1.06M | Buy |
20,546
+1,743
| +9% | +$89.5K | 0.79% | 28 |
|
|
2019
Q1 | $947K | Buy |
18,803
+8,963
| +91% | +$451K | 0.74% | 28 |
|
|
2018
Q4 | $436K | Buy |
9,840
+388
| +4% | +$17.2K | 0.39% | 37 |
|
|
2018
Q3 | $508K | Sell |
9,452
-349
| -4% | -$18.8K | 0.46% | 28 |
|
|
2018
Q2 | $510K | Buy |
9,801
+209
| +2% | +$10.9K | 0.5% | 27 |
|
|
2018
Q1 | $477K | Buy |
9,592
+2
| +0% | +$99 | 0.47% | 26 |
|
|
2017
Q4 | $493K | Buy |
+9,590
| New | +$493K | 0.48% | 25 |
|