DHJJ Financial Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$191K Hold
2025
Q2
$181K Hold
2025
Q1
$176K Hold
2024
Q4
$183K Hold
2024
Q3
$182K Hold
2024
Q2
$167K Hold
2024
Q1
$174K Hold
2023
Q4
$168K Hold
2023
Q3
$148K Buy