Courage Miller Partners’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Courage Miller Partners’s Portfolio MDYV Stock Details MDYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.63M	Buy	30,929 +50	+0.2%	+$4.41K	0.74%	24
2025 Q4	$2.61M	Sell	30,879 -280	-0.9%	-$23.4K	0.79%	23
2025 Q3	$2.6M	Buy	31,159 +71	+0.2%	+$5.85K	0.78%	23
2025 Q2	$2.47M	Buy	31,088 +1,382	+5%	+$105K	0.78%	21
2025 Q1	$2.29M	Buy	29,706 +855	+3%	+$68.9K	0.78%	22
2024 Q4	$2.31M	Sell	28,851 -179	-0.6%	-$14.7K	0.79%	22
2024 Q3	$2.31M	Sell	29,030 -29	-0.1%	-$2.21K	0.78%	22
2024 Q2	$2.12M	Sell	29,059 -14	-0%	-$1.03K	0.76%	23
2024 Q1	$2.21M	Buy	29,073 +365	+1%	+$26.4K	0.76%	23
2023 Q4	$2.11M	Sell	28,708 -241	-0.8%	-$15.9K	0.8%	23
2023 Q3	$1.88M	Buy	28,949 +1,524	+6%	+$105K	0.77%	23
2023 Q2	$1.89M	Buy	27,425 +357	+1%	+$23.3K	0.79%	25
2023 Q1	$1.79M	Buy	27,068 +1,094	+4%	+$75.1K	0.76%	25
2022 Q4	$1.68M	Buy	25,974 +800	+3%	+$51.3K	0.77%	25
2022 Q3	$1.46M	Buy	25,174 +361	+1%	+$23K	0.73%	24
2022 Q2	$1.5M	Buy	24,813 +572	+2%	+$37.5K	0.71%	24
2022 Q1	$1.71M	Buy	24,241 +358	+1%	+$24.8K	0.68%	24
2021 Q4	$1.7M	Buy	23,883 +1,315	+6%	+$92K	0.64%	28
2021 Q3	$1.5M	Sell	22,568 -234	-1%	-$15.8K	0.6%	30
2021 Q2	$1.54M	Buy	22,802 +123	+0.5%	+$8.44K	0.63%	29
2021 Q1	$1.48M	Sell	22,679 -140	-0.6%	-$8.59K	0.64%	29
2020 Q4	$1.27M	Sell	22,819 -1,140	-5%	-$57.5K	0.58%	30
2020 Q3	$1.02M	Buy	23,959 +1	+0%	+$44	0.55%	32
2020 Q2	$1.02M	Buy	23,958 +1,027	+4%	+$41.4K	0.55%	32
2020 Q1	$808K	Buy	22,931 +1,284	+6%	+$61.9K	0.5%	33
2019 Q4	$1.19M	Buy	21,647 +164	+0.8%	+$8.65K	0.61%	33
2019 Q3	$1.1M	Buy	21,483 +81	+0.4%	+$4.09K	0.61%	33
2019 Q2	$1.1M	Buy	21,402 +226	+1%	+$11.5K	0.6%	35
2019 Q1	$1.07M	Buy	21,176 +29	+0.1%	+$1.44K	0.6%	39
2018 Q4	$938K	Buy	21,147 +1,216	+6%	+$59.7K	0.56%	40
2018 Q3	$1.07M	Buy	19,931 +103	+0.5%	+$5.53K	0.62%	40
2018 Q2	$1.03M	Buy	19,828 +184	+0.9%	+$9.45K	0.61%	41
2018 Q1	$977K	Sell	19,644 -156	-0.8%	-$7.95K	0.59%	43
2017 Q4	$1.02M	Buy	19,800 +184	+0.9%	+$9.29K	0.62%	42
2017 Q3	$971K	Buy	19,616 +156	+0.8%	+$7.5K	0.61%	44
2017 Q2	$937K	Buy	19,460 +614	+3%	+$29.4K	0.62%	42
2017 Q1	$908K	Sell	18,846 -1,942	-9%	-$93.4K	0.63%	42
2016 Q4	$977K	Sell	20,788 -438	-2%	-$19.6K	0.68%	41
2016 Q3	$917K	Buy	21,226 +1,366	+7%	+$58.5K	0.63%	42
2016 Q2	$822K	Buy	19,860 +1,128	+6%	+$46K	0.59%	43
2016 Q1	$753K	Sell	18,732 -340	-2%	-$12.5K	0.53%	44
2015 Q4	$725K	Buy	19,072 +126	+0.7%	+$5.05K	0.5%	43
2015 Q3	$726K	Sell	18,946 -12,486	-40%	-$510K	0.54%	40
2015 Q2	$1.35M	Buy	31,432 +1,390	+5%	+$61K	1.01%	39
2015 Q1	$1.31M	Sell	30,042 -21,124	-41%	-$902K	0.98%	39
2014 Q4	$2.18M	Buy	+51,166	New	+$2.15M	1.8%	25