Curi Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-451
| Closed | -$27K | – | 493 |
|
|
2022
Q2 | $27K | Buy |
451
+1
| +0.2% | +$60 | 0.01% | 276 |
|
|
2022
Q1 | $31K | Hold |
450
| – | – | 0.01% | 251 |
|
|
2021
Q4 | $32K | Buy |
+450
| New | +$32K | 0.01% | 209 |
|
|
2021
Q1 | – | Sell |
-401
| Closed | -$22K | – | 330 |
|
|
2020
Q4 | $22K | Buy |
+401
| New | +$22K | 0.02% | 200 |
|