FirstPurpose Wealth’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
Q1 | $538K | Buy |
7,352
+107
| +1% | +$7.83K | 0.2% | 92 |
|
|
2023
Q4 | $532K | Buy |
7,245
+609
| +9% | +$44.7K | 0.2% | 80 |
|
|
2023
Q3 | $430K | Buy |
6,636
+157
| +2% | +$10.2K | 0.19% | 96 |
|
|
2023
Q2 | $446K | Buy |
6,479
+917
| +16% | +$63.1K | 0.19% | 94 |
|
|
2023
Q1 | $368K | Buy |
5,562
+671
| +14% | +$44.3K | 0.18% | 103 |
|
|
2022
Q4 | $317K | Buy |
4,891
+602
| +14% | +$39K | 0.18% | 107 |
|
|
2022
Q3 | $248K | Buy |
+4,289
| New | +$248K | 0.16% | 120 |
|