MWPCG
Measured Wealth Private Client Group’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 | $316K | Sell |
3,984
-2
| -0.1% | -$159 | 0.09% | 139 |
|
|
2025
Q1 | $307K | Sell |
3,986
-3
| -0.1% | -$231 | 0.1% | 131 |
|
|
2024
Q4 | $320K | Sell |
3,989
-38
| -0.9% | -$3.05K | 0.1% | 130 |
|
|
2024
Q3 | $320K | Sell |
4,027
-8,202
| -67% | -$652K | 0.11% | 131 |
|
|
2024
Q2 | $892K | Sell |
12,229
-1,573
| -11% | -$115K | 0.31% | 44 |
|
|
2024
Q1 | $1.05M | Sell |
13,802
-3,152
| -19% | -$240K | 0.37% | 37 |
|
|
2023
Q4 | $1.24M | Sell |
16,954
-1,429
| -8% | -$105K | 0.46% | 27 |
|
|
2023
Q3 | $1.19M | Buy |
18,383
+90
| +0.5% | +$5.84K | 0.48% | 29 |
|
|
2023
Q2 | $1.26M | Buy |
18,293
+45
| +0.2% | +$3.1K | 0.48% | 26 |
|
|
2023
Q1 | $1.21M | Sell |
18,248
-271
| -1% | -$17.9K | 0.46% | 31 |
|
|
2022
Q4 | $1.2M | Buy |
18,519
+1,135
| +7% | +$73.5K | 0.49% | 29 |
|
|
2022
Q3 | $1.01M | Sell |
17,384
-320
| -2% | -$18.5K | 0.44% | 33 |
|
|
2022
Q2 | $1.07M | Sell |
17,704
-3,701
| -17% | -$224K | 0.47% | 29 |
|
|
2022
Q1 | $1.51M | Sell |
21,405
-3,293
| -13% | -$232K | 0.55% | 23 |
|
|
2021
Q4 | $1.76M | Sell |
24,698
-17,429
| -41% | -$1.24M | 0.62% | 22 |
|
|
2021
Q3 | $2.79M | Sell |
42,127
-2,878
| -6% | -$191K | 1.07% | 15 |
|
|
2021
Q2 | $3.04M | Buy |
45,005
+470
| +1% | +$31.7K | 0.97% | 17 |
|
|
2021
Q1 | $2.91M | Buy |
44,535
+9,542
| +27% | +$624K | 1.03% | 17 |
|
|
2020
Q4 | $1.94M | Buy |
34,993
+1,521
| +5% | +$84.4K | 0.81% | 21 |
|
|
2020
Q3 | $1.45M | Buy |
33,472
+5,055
| +18% | +$219K | 0.7% | 21 |
|
|
2020
Q2 | $1.21M | Buy |
28,417
+7,535
| +36% | +$321K | 0.71% | 21 |
|
|
2020
Q1 | $736K | Buy |
20,882
+6,235
| +43% | +$220K | 0.57% | 27 |
|
|
2019
Q4 | $802K | Buy |
+14,647
| New | +$802K | 0.53% | 26 |
|