Burt Wealth Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Hold |
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|
2025
Q1 | $389K | Buy |
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|
2024
Q4 | $404K | Buy |
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|
2024
Q3 | $396K | Buy |
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $418K | Buy |
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|
2023
Q4 | $361K | Sell |
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|
2023
Q3 | $348K | Hold |
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|
2023
Q2 | $369K | Buy |
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|
2023
Q1 | $347K | Hold |
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|
2022
Q4 | $340K | Hold |
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|
2022
Q3 | $304K | Hold |
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|
2022
Q2 | $318K | Hold |
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|
2022
Q1 | $370K | Buy |
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|
2021
Q4 | $371K | Sell |
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|
2021
Q3 | $368K | Sell |
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|
2021
Q2 | $380K | Sell |
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|
2021
Q1 | $375K | Sell |
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|
2020
Q4 | $325K | Sell |
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|
2020
Q3 | $269K | Sell |
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|
2020
Q2 | $283K | Sell |
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|
2020
Q1 | $241K | Sell |
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|
2019
Q4 | $406K | Sell |
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|
2019
Q3 | $395K | Sell |
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|
2019
Q2 | $463K | Sell |
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|
2019
Q1 | $461K | Sell |
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|
2018
Q4 | $1M | Buy |
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|
2018
Q3 | $497K | Buy |
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|
2018
Q2 | $465K | Sell |
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|
2018
Q1 | $448K | Buy |
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|
2017
Q4 | $462K | Sell |
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|
2017
Q3 | $456K | Sell |
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|
2017
Q2 | $470K | Buy |
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|
2017
Q1 | $436K | Sell |
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|
2016
Q4 | $451K | Buy |
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|
2016
Q3 | $407K | Sell |
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|
2016
Q2 | $390K | Sell |
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|
2016
Q1 | $445K | Sell |
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|
2015
Q4 | $1.51M | Buy |
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|
2015
Q3 | $1.41M | Buy |
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|
2015
Q2 | $1.42M | Buy |
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|
2015
Q1 | $1.21M | Hold |
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|
2014
Q4 | $1.19M | Buy |
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