FWM
Foresight Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $383K | Sell |
5,925
-48,661
| -89% | -$3.15M | 5.49% | 6 |
|
|
2022
Q3 | $3.16M | Sell |
54,586
-2,170
| -4% | -$125K | 0.72% | 13 |
|
|
2022
Q2 | $3.43M | Sell |
56,756
-204
| -0.4% | -$12.3K | 0.71% | 14 |
|
|
2022
Q1 | $4.01M | Sell |
56,960
-754
| -1% | -$53.1K | 0.74% | 14 |
|
|
2021
Q4 | $4.1M | Sell |
57,714
-57
| -0.1% | -$4.05K | 0.05% | 15 |
|
|
2021
Q3 | $3.83M | Buy |
57,771
+2,827
| +5% | +$187K | 0.77% | 15 |
|
|
2021
Q2 | $3.71M | Sell |
54,944
-985
| -2% | -$66.5K | 0.82% | 15 |
|
|
2021
Q1 | $3.66M | Sell |
55,929
-957
| -2% | -$62.6K | 0.93% | 14 |
|
|
2020
Q4 | $3.16M | Buy |
56,886
+6,158
| +12% | +$342K | 0.84% | 16 |
|
|
2020
Q3 | $2.2M | Buy |
50,728
+4,321
| +9% | +$187K | 0.74% | 16 |
|
|
2020
Q2 | $1.98M | Sell |
46,407
-14,673
| -24% | -$625K | 0.9% | 19 |
|
|
2020
Q1 | $2.15M | Sell |
61,080
-12,450
| -17% | -$439K | 1.48% | 16 |
|
|
2019
Q4 | $4.03M | Buy |
73,530
+2,706
| +4% | +$148K | 2.48% | 11 |
|
|
2019
Q3 | $3.64M | Buy |
70,824
+247
| +0.3% | +$12.7K | 2.62% | 10 |
|
|
2019
Q2 | $3.63M | Buy |
70,577
+2,280
| +3% | +$117K | 2.74% | 8 |
|
|
2019
Q1 | $3.44M | Buy |
68,297
+7,826
| +13% | +$394K | 2.99% | 7 |
|
|
2018
Q4 | $2.68M | Buy |
+60,471
| New | +$2.68M | 2.85% | 8 |
|