Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $175K | Sell |
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|
2024
Q3 | $186K | Sell |
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|
2024
Q2 | $171K | Sell |
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|
2024
Q1 | $206K | Sell |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $289K | Buy |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $249K | Buy |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $241K | Sell |
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|
2021
Q4 | $544K | Buy |
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|
2021
Q3 | $376K | Buy |
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|
2021
Q2 | $324K | Sell |
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|
2021
Q1 | $321K | Sell |
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|
2020
Q4 | $340K | Buy |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q2 | $126K | Buy |
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|
2020
Q1 | $80K | Sell |
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|
2019
Q4 | $138K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $23K | Hold |
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|
2019
Q1 | $22K | Hold |
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|
2018
Q4 | $20K | Buy |
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|
2018
Q3 | – | Hold |
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