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 Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16.6K Hold
2025
Q1
$16.1K Hold
2024
Q4
$16.8K Hold
2024
Q3
$16.6K Hold
2024
Q2
$15.2K Hold
2024
Q1
$15.9K Hold
2023
Q4
$15.3K Hold
2023
Q3
$13.6K Hold
2023
Q2
$14.4K Buy