J.P. Morgan Private Wealth Advisors’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,260
| Closed | -$215K | – | 1732 |
|
|
2023
Q1 | $215K | Buy |
+3,260
| New | +$215K | ﹤0.01% | 1804 |
|
|
2022
Q2 | – | Sell |
-4,072
| Closed | -$287K | – | 1983 |
|
|
2022
Q1 | $287K | Buy |
4,072
+493
| +14% | +$34.7K | ﹤0.01% | 1765 |
|
|
2021
Q4 | $254K | Buy |
3,579
+108
| +3% | +$7.67K | ﹤0.01% | 1815 |
|
|
2021
Q3 | $230K | Buy |
+3,471
| New | +$230K | ﹤0.01% | 1796 |
|