HA
Harborview Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.94M | Buy |
74,629
+3
| +0% | +$199 | 2.77% | 9 |
|
|
2021
Q2 | $5.04M | Buy |
74,626
+2,457
| +3% | +$166K | 2.82% | 9 |
|
|
2021
Q1 | $4.72M | Sell |
72,169
-850
| -1% | -$55.6K | 2.85% | 9 |
|
|
2020
Q4 | $4.05M | Sell |
73,019
-3,989
| -5% | -$221K | 2.71% | 9 |
|
|
2020
Q3 | $3.34M | Sell |
77,008
-971
| -1% | -$42.1K | 2.55% | 10 |
|
|
2020
Q2 | $3.32M | Sell |
77,979
-10,344
| -12% | -$441K | 2.75% | 8 |
|
|
2020
Q1 | $3.11M | Sell |
88,323
-1,684
| -2% | -$59.4K | 3.1% | 7 |
|
|
2019
Q4 | $4.93M | Sell |
90,007
-1,439
| -2% | -$78.8K | 3.78% | 8 |
|
|
2019
Q3 | $4.69M | Buy |
91,446
+2,017
| +2% | +$104K | 3.78% | 8 |
|
|
2019
Q2 | $4.59M | Buy |
89,429
+2,672
| +3% | +$137K | 3.72% | 9 |
|
|
2019
Q1 | $4.37M | Sell |
86,757
-76
| -0.1% | -$3.83K | 3.79% | 9 |
|
|
2018
Q4 | $3.85M | Buy |
86,833
+6,283
| +8% | +$279K | 4.51% | 8 |
|
|
2018
Q3 | $4.33M | Sell |
80,550
-2,708
| -3% | -$146K | 4.4% | 9 |
|
|
2018
Q2 | $4.33M | Buy |
83,258
+40,873
| +96% | +$2.13M | 3.99% | 7 |
|
|
2018
Q1 | $4.22M | Sell |
42,385
-1,086
| -2% | -$108K | 4% | 8 |
|
|
2017
Q4 | $4.47M | Buy |
+43,471
| New | +$4.47M | 4.28% | 7 |
|