Capital Advisory Group Advisory Services’s State Street 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
Q3 | $226K | Sell |
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|
2025
Q2 | $303K | Sell |
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|
2025
Q1 | $321K | Sell |
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|
2024
Q4 | $355K | Sell |
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|
2024
Q3 | $353K | Buy |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $300K | Hold |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $245K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $385K | Buy |
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|
2022
Q4 | $190K | Sell |
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|
2022
Q3 | $205K | Buy |
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|
2022
Q2 | $201K | Hold |
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|
2022
Q1 | $223K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $42K | Buy |
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|
2021
Q2 | $36K | Buy |
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|
2021
Q1 | $23K | Buy |
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|
2020
Q4 | $3K | Hold |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $2K | Hold |
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|
2020
Q1 | $2K | Sell |
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|
2019
Q4 | $192K | Buy |
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|
2019
Q3 | $11K | Buy |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $7K | Hold |
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|
2018
Q4 | $6K | Buy |
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|
2018
Q3 | $3K | Buy |
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