Capital Asset Advisory Services’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
Q4 | – | Sell |
-154
| Closed | -$9K | – | 459 |
|
|
2022
Q3 | $9K | Buy |
+154
| New | +$9K | ﹤0.01% | 385 |
|
|
2022
Q2 | – | Sell |
-1,231
| Closed | -$87K | – | 594 |
|
|
2022
Q1 | $87K | Buy |
+1,231
| New | +$87K | 0.01% | 413 |
|
|
2021
Q1 | – | Sell |
-1,648
| Closed | -$91K | – | 1156 |
|
|
2020
Q4 | $91K | Buy |
+1,648
| New | +$91K | 0.02% | 480 |
|