Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $943K | Buy |
19,586
+4,020
| +26% | +$194K | 0.32% | 87 |
|
|
2016
Q4 | $731K | Buy |
15,566
+3,252
| +26% | +$153K | 0.27% | 96 |
|
|
2016
Q3 | $532K | Buy |
12,314
+11,714
| +1,952% | +$506K | 0.19% | 117 |
|
|
2016
Q2 | $25K | Hold |
600
| – | – | 0.01% | 548 |
|
|
2016
Q1 | $24K | Hold |
600
| – | – | 0.01% | 520 |
|
|
2015
Q4 | $23K | Sell |
600
-100
| -14% | -$3.83K | 0.01% | 558 |
|
|
2015
Q3 | $27K | Sell |
700
-200
| -22% | -$7.71K | 0.01% | 501 |
|
|
2015
Q2 | $39K | Sell |
900
-460
| -34% | -$19.9K | 0.02% | 436 |
|
|
2015
Q1 | $59K | Buy |
+1,360
| New | +$59K | 0.02% | 360 |
|