Laidlaw Wealth Management’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
2023
Q3
Sell
2023
Q2
$205K Buy
2023
Q1
Sell
2022
Q4
$256K Sell
2022
Q3
$276K Hold
2022
Q2
$289K Sell
2022
Q1
$364K Sell
2021
Q4
$526K Sell
2021
Q3
$703K Sell
2021
Q2
$884K Sell
2021
Q1
$969K Sell
2020
Q4
$1.58M Sell
2020
Q3
$1.83M Sell
2020
Q2
$2.17M Buy
2020
Q1
$1.79M Buy
2019
Q4
$1.52M Buy