Invera Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $826K | Buy |
10,721
+78
| +0.7% | +$6.01K | 0.97% | 32 |
|
|
2024
Q4 | $890K | Buy |
10,643
+249
| +2% | +$20.8K | 0.88% | 31 |
|
|
2024
Q3 | $874K | Buy |
10,394
+352
| +4% | +$29.6K | 0.87% | 30 |
|
|
2024
Q2 | $750K | Buy |
10,042
+133
| +1% | +$9.94K | 0.77% | 31 |
|
|
2024
Q1 | $698K | Sell |
9,909
-19,110
| -66% | -$1.35M | 0.59% | 46 |
|
|
2023
Q4 | $2.13M | Buy |
+29,019
| New | +$2.13M | 1.33% | 26 |
|