Courage Miller Partners’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 | $2.47M | Buy |
31,088
+1,382
| +5% | +$110K | 0.78% | 21 |
|
|
2025
Q1 | $2.29M | Buy |
29,706
+855
| +3% | +$65.9K | 0.78% | 22 |
|
|
2024
Q4 | $2.31M | Sell |
28,851
-179
| -0.6% | -$14.4K | 0.79% | 22 |
|
|
2024
Q3 | $2.31M | Sell |
29,030
-29
| -0.1% | -$2.3K | 0.78% | 22 |
|
|
2024
Q2 | $2.12M | Sell |
29,059
-14
| -0% | -$1.02K | 0.76% | 23 |
|
|
2024
Q1 | $2.21M | Buy |
29,073
+365
| +1% | +$27.7K | 0.76% | 23 |
|
|
2023
Q4 | $2.11M | Sell |
28,708
-241
| -0.8% | -$17.7K | 0.8% | 23 |
|
|
2023
Q3 | $1.88M | Buy |
28,949
+1,524
| +6% | +$98.8K | 0.77% | 23 |
|
|
2023
Q2 | $1.89M | Buy |
27,425
+357
| +1% | +$24.6K | 0.79% | 25 |
|
|
2023
Q1 | $1.79M | Buy |
27,068
+1,094
| +4% | +$72.3K | 0.76% | 25 |
|
|
2022
Q4 | $1.68M | Buy |
25,974
+800
| +3% | +$51.8K | 0.77% | 25 |
|
|
2022
Q3 | $1.46M | Buy |
25,174
+361
| +1% | +$20.9K | 0.73% | 24 |
|
|
2022
Q2 | $1.5M | Buy |
24,813
+572
| +2% | +$34.6K | 0.71% | 24 |
|
|
2022
Q1 | $1.71M | Buy |
24,241
+358
| +1% | +$25.2K | 0.68% | 24 |
|
|
2021
Q4 | $1.7M | Buy |
23,883
+1,315
| +6% | +$93.5K | 0.64% | 28 |
|
|
2021
Q3 | $1.5M | Sell |
22,568
-234
| -1% | -$15.5K | 0.6% | 30 |
|
|
2021
Q2 | $1.54M | Buy |
22,802
+123
| +0.5% | +$8.31K | 0.63% | 29 |
|
|
2021
Q1 | $1.48M | Sell |
22,679
-140
| -0.6% | -$9.16K | 0.64% | 29 |
|
|
2020
Q4 | $1.27M | Sell |
22,819
-1,140
| -5% | -$63.2K | 0.58% | 30 |
|
|
2020
Q3 | $1.02M | Buy |
23,959
+1
| +0% | +$43 | 0.55% | 32 |
|
|
2020
Q2 | $1.02M | Buy |
23,958
+1,027
| +4% | +$43.8K | 0.55% | 32 |
|
|
2020
Q1 | $808K | Buy |
22,931
+1,284
| +6% | +$45.2K | 0.5% | 33 |
|
|
2019
Q4 | $1.19M | Buy |
21,647
+164
| +0.8% | +$8.99K | 0.61% | 33 |
|
|
2019
Q3 | $1.1M | Buy |
21,483
+81
| +0.4% | +$4.16K | 0.61% | 33 |
|
|
2019
Q2 | $1.1M | Buy |
21,402
+226
| +1% | +$11.6K | 0.6% | 35 |
|
|
2019
Q1 | $1.07M | Buy |
21,176
+29
| +0.1% | +$1.46K | 0.6% | 39 |
|
|
2018
Q4 | $938K | Buy |
21,147
+1,216
| +6% | +$53.9K | 0.56% | 40 |
|
|
2018
Q3 | $1.07M | Buy |
19,931
+103
| +0.5% | +$5.54K | 0.62% | 40 |
|
|
2018
Q2 | $1.03M | Buy |
19,828
+184
| +0.9% | +$9.57K | 0.61% | 41 |
|
|
2018
Q1 | $977K | Sell |
19,644
-156
| -0.8% | -$7.76K | 0.59% | 43 |
|
|
2017
Q4 | $1.02M | Buy |
19,800
+184
| +0.9% | +$9.46K | 0.62% | 42 |
|
|
2017
Q3 | $971K | Buy |
19,616
+156
| +0.8% | +$7.72K | 0.61% | 44 |
|
|
2017
Q2 | $937K | Buy |
19,460
+614
| +3% | +$29.6K | 0.62% | 42 |
|
|
2017
Q1 | $908K | Sell |
18,846
-1,942
| -9% | -$93.6K | 0.63% | 42 |
|
|
2016
Q4 | $977K | Sell |
20,788
-438
| -2% | -$20.6K | 0.68% | 41 |
|
|
2016
Q3 | $917K | Buy |
21,226
+1,366
| +7% | +$59K | 0.63% | 42 |
|
|
2016
Q2 | $822K | Buy |
19,860
+1,128
| +6% | +$46.7K | 0.59% | 43 |
|
|
2016
Q1 | $753K | Sell |
18,732
-340
| -2% | -$13.7K | 0.53% | 44 |
|
|
2015
Q4 | $725K | Buy |
19,072
+126
| +0.7% | +$4.79K | 0.5% | 43 |
|
|
2015
Q3 | $726K | Sell |
18,946
-12,486
| -40% | -$478K | 0.54% | 40 |
|
|
2015
Q2 | $1.35M | Buy |
31,432
+1,390
| +5% | +$59.8K | 1.01% | 39 |
|
|
2015
Q1 | $1.31M | Sell |
30,042
-21,124
| -41% | -$920K | 0.98% | 39 |
|
|
2014
Q4 | $2.18M | Buy |
+51,166
| New | +$2.18M | 1.8% | 25 |
|