GSIAS
Garden State Investment Advisory Services’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 | $2.25M | Sell |
28,250
-9,251
| -25% | -$737K | 0.57% | 44 |
|
|
2025
Q1 | $2.9M | Sell |
37,501
-20,617
| -35% | -$1.59M | 0.93% | 27 |
|
|
2024
Q4 | $4.67M | Buy |
58,118
+254
| +0.4% | +$20.4K | 1.39% | 18 |
|
|
2024
Q3 | $4.61M | Buy |
57,864
+1,285
| +2% | +$102K | 1.48% | 17 |
|
|
2024
Q2 | $4.14M | Sell |
56,579
-436
| -0.8% | -$31.9K | 1.43% | 18 |
|
|
2024
Q1 | $4.34M | Sell |
57,015
-28,714
| -33% | -$2.19M | 1.59% | 16 |
|
|
2023
Q4 | $6.29M | Buy |
85,729
+3,763
| +5% | +$276K | 2.5% | 10 |
|
|
2023
Q3 | $5.32M | Sell |
81,966
-2,531
| -3% | -$164K | 2.44% | 11 |
|
|
2023
Q2 | $5.81M | Buy |
84,497
+6,387
| +8% | +$439K | 2.29% | 11 |
|
|
2023
Q1 | $5.16M | Buy |
78,110
+12,409
| +19% | +$820K | 2.22% | 9 |
|
|
2022
Q4 | $4.25M | Buy |
+65,701
| New | +$4.25M | 2.52% | 8 |
|