Cerity Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,023
| Closed | -$562K | – | 2553 |
|
|
2024
Q4 | $562K | Buy |
7,023
+3,242
| +86% | +$259K | ﹤0.01% | 1698 |
|
|
2024
Q3 | $300K | Buy |
+3,781
| New | +$300K | ﹤0.01% | 2063 |
|
|
2017
Q2 | – | Sell |
-29,250
| Closed | -$1.41M | – | 409 |
|
|
2017
Q1 | $1.41M | Buy |
+29,250
| New | +$1.41M | 0.12% | 155 |
|