Evensky & Katz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-388
| Closed | -$31K | – | 80 |
|
|
2024
Q3 | $31K | Sell |
388
-220
| -36% | -$17.6K | ﹤0.01% | 79 |
|
|
2024
Q2 | $44K | Buy |
608
+5
| +0.8% | +$362 | ﹤0.01% | 77 |
|
|
2024
Q1 | $46K | Hold |
603
| – | – | ﹤0.01% | 79 |
|
|
2023
Q4 | $44K | Hold |
603
| – | – | ﹤0.01% | 78 |
|
|
2023
Q3 | $39K | Hold |
603
| – | – | ﹤0.01% | 79 |
|
|
2023
Q2 | $41K | Hold |
603
| – | – | ﹤0.01% | 80 |
|
|
2023
Q1 | $40K | Hold |
603
| – | – | ﹤0.01% | 79 |
|
|
2022
Q4 | $39K | Buy |
+603
| New | +$39K | ﹤0.01% | 79 |
|