Capital Analysts LLC’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 | $3.93M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $21K | Sell |
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|
2024
Q3 | $56K | Hold |
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|
2024
Q2 | $52K | Hold |
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|
2024
Q1 | $54K | Hold |
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|
2023
Q4 | $52K | Hold |
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|
2023
Q3 | $46K | Hold |
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|
2023
Q2 | $49K | Sell |
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|
2023
Q1 | $157K | Sell |
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|
2022
Q4 | $171K | Buy |
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|
2022
Q3 | $54K | Buy |
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|
2022
Q2 | $33K | Hold |
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|
2022
Q1 | $39K | Buy |
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|
2021
Q4 | $32K | Buy |
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|
2021
Q3 | $23K | Buy |
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|
2021
Q2 | $14K | Buy |
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|
2021
Q1 | $2K | Buy |
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