Gerber Kawasaki Wealth & Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,123
| Closed | -$203K | – | 275 |
|
|
2023
Q3 | $203K | Buy |
3,123
+173
| +6% | +$11.2K | 0.01% | 240 |
|
|
2023
Q2 | $203K | Buy |
+2,950
| New | +$203K | 0.01% | 243 |
|
|
2022
Q2 | – | Sell |
-3,162
| Closed | -$222K | – | 258 |
|
|
2022
Q1 | $222K | Buy |
3,162
+122
| +4% | +$8.57K | 0.02% | 239 |
|
|
2021
Q4 | $216K | Buy |
3,040
+163
| +6% | +$11.6K | 0.02% | 251 |
|
|
2021
Q3 | $190K | Sell |
2,877
-2,297
| -44% | -$152K | 0.02% | 183 |
|
|
2021
Q2 | $349K | Buy |
+5,174
| New | +$349K | 0.04% | 175 |
|