EP Wealth 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
Q2 | $1.61M | Sell |
|
|||||
|
2025
Q1 | $2.86M | Sell |
|
|||||
|
2024
Q4 | $6.25M | Buy |
|
|||||
|
2024
Q3 | $483K | Buy |
|
|||||
|
2024
Q2 | $112K | Hold |
|
|||||
|
2024
Q1 | $116K | Buy |
|
|||||
|
2023
Q4 | $106K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $443K | Sell |
|
|||||
|
2022
Q4 | $13.7M | Buy |
|
|||||
|
2022
Q3 | $11.2M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $371K | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $323K | Buy |
|
|||||
|
2014
Q1 | – | Sell |
|
|||||
|
2013
Q4 | $597K | Buy |
|