Inspirion Wealth Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $343K | Buy |
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|
2025
Q2 | $314K | Sell |
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|
2025
Q1 | $332K | Sell |
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|
2024
Q4 | $709K | Buy |
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|
2024
Q3 | $343K | Hold |
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|
2024
Q2 | $315K | Hold |
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|
2024
Q1 | $328K | Buy |
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|
2023
Q4 | $308K | Sell |
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|
2023
Q3 | $563K | Buy |
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|
2023
Q2 | $536K | Buy |
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|
2023
Q1 | $495K | Buy |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $204K | Buy |
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