Corient Private Wealth’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 | $271K | Buy |
+3,412
| New | +$271K | ﹤0.01% | 2135 |
|
|
2024
Q4 | – | Sell |
-45,350
| Closed | -$3.6M | – | 2427 |
|
|
2024
Q3 | $3.6M | Sell |
45,350
-955
| -2% | -$75.9K | 0.01% | 833 |
|
|
2024
Q2 | $3.33M | Sell |
46,305
-1,975
| -4% | -$142K | 0.01% | 824 |
|
|
2024
Q1 | $3.67M | Sell |
48,280
-938
| -2% | -$71.3K | 0.01% | 798 |
|
|
2023
Q4 | $3.61M | Buy |
+49,218
| New | +$3.61M | 0.01% | 791 |
|