J.W. Cole Advisors’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $381K | Buy |
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|
2024
Q3 | $367K | Buy |
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|
2024
Q2 | $331K | Sell |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $325K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $331K | Buy |
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|
2022
Q3 | $236K | Sell |
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|
2022
Q2 | $433K | Sell |
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|
2022
Q1 | $740K | Sell |
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|
2021
Q4 | $773K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.27M | Buy |
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|
2021
Q1 | $2.04M | Buy |
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|
2020
Q4 | $750K | Buy |
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