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