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 |
|