EverSource Wealth 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
$6.59K Hold
83
﹤0.01% 3031
2025
Q1
$6.4K Hold
83
﹤0.01% 2370
2024
Q4
$6.66K Hold
83
﹤0.01% 2210
2024
Q3
$6.6K Hold
83
﹤0.01% 2100
2024
Q2
$6.51K Hold
83
﹤0.01% 2104
2024
Q1
$5.93K Hold
83
﹤0.01% 1965
2023
Q4
$6.09K Buy
+83
New +$6.09K ﹤0.01% 1777