Cherry Tree Wealth Management’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
Q2
$16.6K Hold
209
﹤0.01% 355
2025
Q1
$16.1K Hold
209
﹤0.01% 371
2024
Q4
$16.8K Hold
209
﹤0.01% 361
2024
Q3
$16.6K Hold
209
﹤0.01% 364
2024
Q2
$15.2K Hold
209
﹤0.01% 354
2024
Q1
$15.9K Hold
209
﹤0.01% 339
2023
Q4
$15.3K Hold
209
﹤0.01% 323
2023
Q3
$13.6K Hold
209
﹤0.01% 315
2023
Q2
$14.4K Buy
+209
New +$14.4K ﹤0.01% 309