FNWA
Financial Network Wealth Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $456K | Sell |
5,742
-821
| -13% | -$65.2K | 0.55% | 35 |
|
|
2025
Q1 | $506K | Buy |
6,563
+789
| +14% | +$60.8K | 0.66% | 27 |
|
|
2024
Q4 | $463K | Sell |
5,774
-3,806
| -40% | -$305K | 0.86% | 19 |
|
|
2024
Q3 | $761K | Buy |
9,580
+276
| +3% | +$21.9K | 0.63% | 40 |
|
|
2024
Q2 | $679K | Sell |
9,304
-12,382
| -57% | -$903K | 0.51% | 43 |
|
|
2024
Q1 | $1.65M | Sell |
21,686
-127
| -0.6% | -$9.65K | 1.64% | 14 |
|
|
2023
Q4 | $1.6M | Buy |
+21,813
| New | +$1.6M | 1.7% | 12 |
|