Measured Wealth Private Client Group’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
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|
2025
Q1 | $307K | Sell |
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|
2024
Q4 | $320K | Sell |
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|
2024
Q3 | $320K | Sell |
|
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|
2024
Q2 | $892K | Sell |
|
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|
2024
Q1 | $1.05M | Sell |
|
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.21M | Sell |
|
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|
2022
Q4 | $1.2M | Buy |
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|
2022
Q3 | $1M | Sell |
|
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.51M | Sell |
|
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|
2021
Q4 | $1.76M | Sell |
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|
2021
Q3 | $2.79M | Sell |
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|
2021
Q2 | $3.04M | Buy |
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|
2021
Q1 | $2.91M | Buy |
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|
2020
Q4 | $1.94M | Buy |
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|
2020
Q3 | $1.45M | Buy |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | $736K | Buy |
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|
2019
Q4 | $802K | Buy |
|