HCWM
MDYV icon

Harrison & Co Wealth Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Harrison & Co Wealth Management’s Portfolio MDYV Stock Details MDYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$211K Buy
+3,254
New +$209K 0.2% 77
2022
Q2 		– Sell
-3,198
Closed -$225K – 79
2022
Q1 		$225K Buy
3,198
+203
+7% +$14.1K 0.2% 75
2021
Q4 		$213K Buy
+2,995
New +$210K 0.18% 78

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CCMG
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BFEC
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AA
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NP
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TC
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