Drive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Sell |
3,565
-235
| -6% | -$18.7K | 0.06% | 246 |
|
|
2025
Q1 | $293K | Sell |
3,800
-253
| -6% | -$19.5K | 0.07% | 229 |
|
|
2024
Q4 | $325K | Sell |
4,053
-62
| -2% | -$4.97K | 0.08% | 202 |
|
|
2024
Q3 | $327K | Sell |
4,115
-5,980
| -59% | -$475K | 0.09% | 194 |
|
|
2024
Q2 | $736K | Sell |
10,095
-239
| -2% | -$17.4K | 0.2% | 92 |
|
|
2024
Q1 | $785K | Sell |
10,334
-2,930
| -22% | -$223K | 0.22% | 87 |
|
|
2023
Q4 | $973K | Sell |
13,264
-6,415
| -33% | -$471K | 0.31% | 69 |
|
|
2023
Q3 | $1.28M | Sell |
19,679
-5,575
| -22% | -$362K | 0.47% | 47 |
|
|
2023
Q2 | $1.74M | Sell |
25,254
-2,873
| -10% | -$198K | 0.64% | 32 |
|
|
2023
Q1 | $1.86M | Sell |
28,127
-597
| -2% | -$39.5K | 0.78% | 26 |
|
|
2022
Q4 | $1.86M | Buy |
+28,724
| New | +$1.86M | 0.93% | 19 |
|