Householder Group Estate & Retirement Specialist’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-125
| Closed | -$9K | – | 927 |
|
2024
Q3 | $9K | Hold |
125
| – | – | ﹤0.01% | 836 |
|
2024
Q2 | $9K | Hold |
125
| – | – | ﹤0.01% | 832 |
|
2024
Q1 | $9.5K | Hold |
125
| – | – | ﹤0.01% | 821 |
|
2023
Q4 | $9K | Hold |
125
| – | – | ﹤0.01% | 787 |
|
2023
Q3 | $8.11K | Buy |
+125
| New | +$8.11K | ﹤0.01% | 837 |
|
2023
Q1 | $8K | Buy |
+125
| New | +$8K | ﹤0.01% | 858 |
|