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