Goldstein Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
3,250
+544
| +20% | +$43.2K | 0.03% | 155 |
|
|
2025
Q1 | $208K | Sell |
2,706
-5
| -0.2% | -$385 | 0.03% | 177 |
|
|
2024
Q4 | $217K | Buy |
2,711
+5
| +0.2% | +$401 | 0.03% | 174 |
|
|
2024
Q3 | $215K | Buy |
+2,706
| New | +$215K | 0.03% | 167 |
|
|
2024
Q2 | – | Sell |
-2,706
| Closed | -$206K | – | 190 |
|
|
2024
Q1 | $206K | Buy |
+2,706
| New | +$206K | 0.04% | 152 |
|