LongView Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $415K | Buy |
5,230
+21
| +0.4% | +$1.67K | 0.13% | 137 |
|
2025
Q1 | $401K | Sell |
5,209
-1,563
| -23% | -$120K | 0.12% | 132 |
|
2024
Q4 | $543K | Buy |
6,772
+23
| +0.3% | +$1.85K | 0.17% | 110 |
|
2024
Q3 | $536K | Buy |
6,749
+17
| +0.3% | +$1.35K | 0.17% | 103 |
|
2024
Q2 | $491K | Buy |
6,732
+21
| +0.3% | +$1.53K | 0.18% | 98 |
|
2024
Q1 | $510K | Buy |
6,711
+510
| +8% | +$38.8K | 0.2% | 98 |
|
2023
Q4 | $447K | Buy |
+6,201
| New | +$447K | 0.2% | 101 |
|