LPAM
Lodestar Private Asset Management’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Sell |
31,805
-579
| -2% | -$46K | 0.29% | 63 |
|
|
2025
Q1 | $2.5M | Sell |
32,384
-2,688
| -8% | -$207K | 0.31% | 61 |
|
|
2024
Q4 | $2.81M | Sell |
35,072
-469
| -1% | -$37.6K | 0.35% | 58 |
|
|
2024
Q3 | $2.82M | Buy |
35,541
+63
| +0.2% | +$5.01K | 0.36% | 58 |
|
|
2024
Q2 | $2.59M | Buy |
35,478
+537
| +2% | +$39.2K | 0.36% | 60 |
|
|
2024
Q1 | $2.66M | Sell |
34,941
-343
| -1% | -$26.1K | 0.38% | 59 |
|
|
2023
Q4 | $2.59M | Sell |
35,284
-857
| -2% | -$62.9K | 0.4% | 58 |
|
|
2023
Q3 | $2.34M | Buy |
36,141
+36
| +0.1% | +$2.34K | 0.4% | 59 |
|
|
2023
Q2 | $2.48M | Sell |
36,105
-2,580
| -7% | -$177K | 0.42% | 57 |
|
|
2023
Q1 | $2.56M | Sell |
38,685
-9,943
| -20% | -$657K | 0.46% | 53 |
|
|
2022
Q4 | $3.15M | Buy |
+48,628
| New | +$3.15M | 0.6% | 43 |
|