DSA
Droms Strauss Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-30,413
| Closed | -$1.67M | – | 48 |
|
|
2019
Q4 | $1.67M | Buy |
30,413
+11
| +0% | +$603 | 1.24% | 13 |
|
|
2019
Q3 | $1.56M | Sell |
30,402
-8,336
| -22% | -$428K | 1.26% | 13 |
|
|
2019
Q2 | $1.99M | Sell |
38,738
-631
| -2% | -$32.4K | 1.48% | 12 |
|
|
2019
Q1 | $1.98M | Sell |
39,369
-29,387
| -43% | -$1.48M | 1.54% | 12 |
|
|
2018
Q4 | $3.05M | Buy |
+68,756
| New | +$3.05M | 2.82% | 11 |
|