CPA
Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $282K | Hold |
3,964
| – | – | 0.09% | 145 |
|
|
2021
Q3 | $263K | Hold |
3,964
| – | – | 0.09% | 138 |
|
|
2021
Q2 | $268K | Buy |
+3,964
| New | +$268K | 0.09% | 136 |
|
|
2019
Q4 | – | Sell |
-1,116
| Closed | -$57K | – | 140 |
|
|
2019
Q3 | $57K | Hold |
1,116
| – | – | 0.03% | 146 |
|
|
2019
Q2 | $57K | Buy |
+1,116
| New | +$57K | 0.04% | 179 |
|