Iron Horse 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Sell |
1,871
-15
| -0.8% | -$1.19K | 0.04% | 63 |
|
|
2025
Q1 | $145K | Sell |
1,886
-17
| -0.9% | -$1.31K | 0.05% | 63 |
|
|
2024
Q4 | $153K | Sell |
1,903
-32
| -2% | -$2.57K | 0.05% | 62 |
|
|
2024
Q3 | $154K | Sell |
1,935
-8
| -0.4% | -$636 | 0.05% | 55 |
|
|
2024
Q2 | $142K | Hold |
1,943
| – | – | 0.05% | 53 |
|
|
2024
Q1 | $148K | Sell |
1,943
-74
| -4% | -$5.62K | 0.06% | 47 |
|
|
2023
Q4 | $148K | Sell |
2,017
-15
| -0.7% | -$1.1K | 0.06% | 44 |
|
|
2023
Q3 | $132K | Sell |
2,032
-42
| -2% | -$2.72K | 0.06% | 43 |
|
|
2023
Q2 | $143K | Sell |
2,074
-388
| -16% | -$26.7K | 0.07% | 42 |
|
|
2023
Q1 | $163K | Hold |
2,462
| – | – | 0.08% | 39 |
|
|
2022
Q4 | $159K | Buy |
2,462
+2,101
| +582% | +$136K | 0.09% | 42 |
|
|
2022
Q3 | $21K | Sell |
361
-2,570
| -88% | -$150K | 0.03% | 62 |
|
|
2022
Q2 | $177K | Sell |
2,931
-3
| -0.1% | -$181 | 0.1% | 35 |
|
|
2022
Q1 | $206K | Sell |
2,934
-8
| -0.3% | -$562 | 0.11% | 35 |
|
|
2021
Q4 | $209K | Sell |
2,942
-2
| -0.1% | -$142 | 0.12% | 35 |
|
|
2021
Q3 | $195K | Sell |
2,944
-203
| -6% | -$13.4K | 0.12% | 36 |
|
|
2021
Q2 | $212K | Sell |
3,147
-206
| -6% | -$13.9K | 0.14% | 33 |
|
|
2021
Q1 | $219K | Sell |
3,353
-150
| -4% | -$9.8K | 0.16% | 30 |
|
|
2020
Q4 | $194K | Buy |
+3,503
| New | +$194K | 0.16% | 33 |
|