Integrated Wealth Management’s State Street 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
2017
Q1
$943K Buy
2016
Q4
$731K Buy
2016
Q3
$532K Buy
2016
Q2
$25K Hold
2016
Q1
$24K Hold
2015
Q4
$23K Sell
2015
Q3
$27K Sell
2015
Q2
$39K Sell
2015
Q1
$59K Buy