DHJJ Financial Advisors’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 | $181K | Hold |
2,285
| – | – | 0.07% | 180 |
|
|
2025
Q1 | $176K | Hold |
2,285
| – | – | 0.07% | 166 |
|
|
2024
Q4 | $183K | Hold |
2,285
| – | – | 0.07% | 164 |
|
|
2024
Q3 | $182K | Hold |
2,285
| – | – | 0.07% | 159 |
|
|
2024
Q2 | $167K | Hold |
2,285
| – | – | 0.07% | 157 |
|
|
2024
Q1 | $174K | Hold |
2,285
| – | – | 0.08% | 150 |
|
|
2023
Q4 | $168K | Hold |
2,285
| – | – | 0.08% | 150 |
|
|
2023
Q3 | $148K | Buy |
+2,285
| New | +$148K | 0.08% | 153 |
|