Joseph Group Capital Management’s State Street 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
Q3 | $410K | Sell |
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|
2025
Q2 | $419K | Sell |
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2025
Q1 | $407K | Sell |
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|
2024
Q4 | $434K | Sell |
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|
2024
Q3 | $463K | Buy |
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|
2024
Q2 | $417K | Sell |
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|
2024
Q1 | $441K | Sell |
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|
2023
Q4 | $454K | Sell |
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|
2023
Q3 | $433K | Sell |
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|
2023
Q2 | $479K | Sell |
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|
2023
Q1 | $470K | Sell |
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|
2022
Q4 | $464K | Buy |
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|
2022
Q3 | $404K | Sell |
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|
2022
Q2 | $541K | Sell |
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|
2022
Q1 | $635K | Sell |
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|
2021
Q4 | $712K | Buy |
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