Elevated Capital 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
$693K Hold
8,992
0.19% 155
2025
Q1
$693K Sell
8,992
-149
-2% -$11.5K 0.19% 155
2024
Q4
$733K Buy
9,141
+2,972
+48% +$238K 0.2% 147
2024
Q3
$490K Buy
+6,169
New +$490K 0.13% 203