IVC Wealth Advisors’s State Street SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $297K | Sell |
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|
2025
Q2 | $284K | Hold |
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|
2025
Q1 | $260K | Hold |
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|
2024
Q4 | $284K | Hold |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $276K | Sell |
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|
2024
Q1 | $295K | Hold |
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|
2023
Q4 | $256K | Hold |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $242K | Sell |
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|
2023
Q1 | $258K | Sell |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $269K | Sell |
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|
2022
Q1 | $388K | Sell |
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|
2021
Q4 | $432K | Sell |
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|
2021
Q3 | $453K | Sell |
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|
2021
Q2 | $466K | Sell |
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|
2021
Q1 | $480K | Sell |
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|
2020
Q4 | $679K | Buy |
|