May Barnhard Investments’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 | $5.63M | Sell |
70,934
-3,327
| -4% | -$264K | 2.63% | 10 |
|
2025
Q1 | $5.72M | Sell |
74,261
-5,033
| -6% | -$388K | 2.86% | 9 |
|
2024
Q4 | $6.36M | Sell |
79,294
-205
| -0.3% | -$16.4K | 3.03% | 8 |
|
2024
Q3 | $6.32M | Buy |
79,499
+3,561
| +5% | +$283K | 3.09% | 8 |
|
2024
Q2 | $5.54M | Sell |
75,938
-3,207
| -4% | -$234K | 2.86% | 10 |
|
2024
Q1 | $6.02M | Buy |
79,145
+1,257
| +2% | +$95.5K | 3.01% | 12 |
|
2023
Q4 | $5.72M | Buy |
+77,888
| New | +$5.72M | 2.94% | 11 |
|