Kelly Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | -$3 | – | 495 |
|
|
2024
Q2 | – | Sell |
-49
| Closed | -$3.73K | – | 799 |
|
|
2024
Q1 | $3.73K | Sell |
49
-5,269
| -99% | -$401K | ﹤0.01% | 525 |
|
|
2023
Q4 | $390K | Buy |
5,318
+5,269
| +10,753% | +$387K | 0.16% | 70 |
|
|
2023
Q3 | $3.16K | Sell |
49
-64
| -57% | -$4.13K | ﹤0.01% | 502 |
|
|
2023
Q2 | $7.74K | Buy |
113
+1
| +0.9% | +$69 | ﹤0.01% | 391 |
|
|
2023
Q1 | $7.4K | Sell |
112
-5,470
| -98% | -$362K | ﹤0.01% | 384 |
|
|
2022
Q4 | $361K | Buy |
5,582
+5,524
| +9,524% | +$357K | 0.19% | 62 |
|
|
2022
Q3 | $3.37K | Buy |
+58
| New | +$3.37K | ﹤0.01% | 445 |
|
|
2022
Q2 | – | Sell |
-2,514
| Closed | -$177K | – | 703 |
|
|
2022
Q1 | $177K | Buy |
+2,514
| New | +$177K | 0.08% | 86 |
|