Everhart Financial Group’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 | $626K | Buy |
7,883
+442
| +6% | +$35.1K | 0.07% | 197 |
|
|
2025
Q1 | $573K | Buy |
7,441
+175
| +2% | +$13.5K | 0.08% | 179 |
|
|
2024
Q4 | $583K | Buy |
7,266
+4
| +0.1% | +$321 | 0.12% | 167 |
|
|
2024
Q3 | $577K | Sell |
7,262
-22
| -0.3% | -$1.75K | 0.13% | 175 |
|
|
2024
Q2 | $531K | Sell |
7,284
-85
| -1% | -$6.2K | 0.14% | 155 |
|
|
2024
Q1 | $560K | Sell |
7,369
-187
| -2% | -$14.2K | 0.16% | 134 |
|
|
2023
Q4 | $554K | Sell |
7,556
-14
| -0.2% | -$1.03K | 0.2% | 103 |
|
|
2023
Q3 | $491K | Sell |
7,570
-209
| -3% | -$13.6K | 0.21% | 96 |
|
|
2023
Q2 | $535K | Buy |
7,779
+5
| +0.1% | +$344 | 0.22% | 89 |
|
|
2023
Q1 | $514K | Sell |
7,774
-21
| -0.3% | -$1.39K | 0.23% | 86 |
|
|
2022
Q4 | $505K | Buy |
7,795
+1,162
| +18% | +$75.2K | 0.25% | 84 |
|
|
2022
Q3 | $384K | Buy |
6,633
+310
| +5% | +$17.9K | 0.21% | 93 |
|
|
2022
Q2 | $382K | Sell |
6,323
-18
| -0.3% | -$1.09K | 0.23% | 102 |
|
|
2022
Q1 | $446K | Buy |
6,341
+10
| +0.2% | +$703 | 0.26% | 83 |
|
|
2021
Q4 | $450K | Buy |
6,331
+39
| +0.6% | +$2.77K | 0.27% | 68 |
|
|
2021
Q3 | $417K | Buy |
6,292
+3
| +0% | +$199 | 0.29% | 65 |
|
|
2021
Q2 | $424K | Buy |
6,289
+4
| +0.1% | +$270 | 0.29% | 59 |
|
|
2021
Q1 | $412K | Buy |
6,285
+4
| +0.1% | +$262 | 0.36% | 53 |
|
|
2020
Q4 | $348K | Buy |
+6,281
| New | +$348K | 0.32% | 54 |
|