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Confluence Wealth Services’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Confluence Wealth Services’s Portfolio MDYV Stock Details MDYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,805
Closed -$461K – 344
2024
Q3 		$461K Sell
5,805
-11,510
-66% -$915K 0.03% 234
2024
Q2 		$1.26M Buy
17,315
+9,910
+134% +$723K 0.1% 119
2024
Q1 		$563K Buy
+7,405
New +$563K 0.05% 193