Carson Wealth (CWM 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
Q3 | $12M | Sell |
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|
2025
Q2 | $12.2M | Buy |
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|
2025
Q1 | $11M | Buy |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $7.26M | Buy |
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|
2024
Q1 | $6.8M | Buy |
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|
2023
Q4 | $5.33M | Buy |
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|
2023
Q3 | $3.42M | Sell |
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|
2023
Q2 | $4.26M | Sell |
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|
2023
Q1 | $5.11M | Sell |
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|
2022
Q4 | $6.06M | Buy |
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|
2022
Q3 | $5.14M | Buy |
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|
2022
Q2 | $4.32M | Buy |
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|
2022
Q1 | $3.2M | Buy |
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|
2021
Q4 | $3.17M | Buy |
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|
2021
Q2 | $1.72M | Hold |
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|
2021
Q1 | $1.72M | Hold |
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|
2020
Q4 | $1.72M | Hold |
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|
2020
Q3 | $1.72M | Hold |
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|
2020
Q2 | $1.72M | Hold |
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|
2020
Q1 | $1.72M | Hold |
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|
2019
Q4 | $1.72M | Hold |
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|
2019
Q3 | $1.72M | Hold |
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|
2019
Q2 | $1.72M | Hold |
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|
2019
Q1 | $1.72M | Buy |
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|
2018
Q4 | $5K | Buy |
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|
2018
Q3 | $2K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $5K | Buy |
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