Kozak & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1
| Closed | -$51 | – | 407 |
|
|
2023
Q2 | $51 | Sell |
1
-90
| -99% | -$4.59K | ﹤0.01% | 355 |
|
|
2023
Q1 | $6K | Hold |
91
| – | – | ﹤0.01% | 262 |
|
|
2022
Q4 | $6K | Hold |
91
| – | – | ﹤0.01% | 260 |
|
|
2022
Q3 | $5K | Hold |
91
| – | – | ﹤0.01% | 263 |
|
|
2022
Q2 | $5K | Sell |
91
-1
| -1% | -$55 | ﹤0.01% | 289 |
|
|
2022
Q1 | $6K | Hold |
92
| – | – | ﹤0.01% | 298 |
|
|
2021
Q4 | $6K | Hold |
92
| – | – | ﹤0.01% | 298 |
|
|
2021
Q3 | $7K | Buy |
+92
| New | +$7K | ﹤0.01% | 262 |
|