CWM
CCG Wealth Management’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Hold |
6,445
| – | – | 0.27% | 47 |
|
|
2025
Q1 | $497K | Buy |
6,445
+1,391
| +28% | +$107K | 0.3% | 43 |
|
|
2024
Q4 | $405K | Sell |
5,054
-265
| -5% | -$21.3K | 0.23% | 50 |
|
|
2024
Q3 | $423K | Sell |
5,319
-440
| -8% | -$35K | 0.24% | 47 |
|
|
2024
Q2 | $420K | Hold |
5,759
| – | – | 0.24% | 46 |
|
|
2024
Q1 | $438K | Buy |
5,759
+429
| +8% | +$32.6K | 0.26% | 43 |
|
|
2023
Q4 | $391K | Buy |
+5,330
| New | +$391K | 0.26% | 36 |
|