Meridian 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 | $443K | Sell |
5,579
-148
| -3% | -$11.8K | 0.02% | 476 |
|
|
2025
Q1 | $441K | Sell |
5,727
-3
| -0.1% | -$231 | 0.02% | 432 |
|
|
2024
Q4 | $460K | Buy |
5,730
+59
| +1% | +$4.73K | 0.02% | 428 |
|
|
2024
Q3 | $451K | Hold |
5,671
| – | – | 0.02% | 424 |
|
|
2024
Q2 | $414K | Buy |
+5,671
| New | +$414K | 0.05% | 197 |
|
|
2024
Q1 | – | Sell |
-5,856
| Closed | -$430K | – | 373 |
|
|
2023
Q4 | $430K | Hold |
5,856
| – | – | 0.03% | 418 |
|
|
2023
Q3 | $380K | Buy |
5,856
+593
| +11% | +$38.5K | 0.02% | 419 |
|
|
2023
Q2 | $362K | Buy |
5,263
+400
| +8% | +$27.5K | 0.03% | 391 |
|
|
2023
Q1 | $321K | Buy |
4,863
+295
| +6% | +$19.5K | 0.03% | 412 |
|
|
2022
Q4 | $296K | Hold |
4,568
| – | – | 0.03% | 416 |
|
|
2022
Q3 | $264K | Sell |
4,568
-294
| -6% | -$17K | 0.03% | 391 |
|
|
2022
Q2 | $294K | Buy |
+4,862
| New | +$294K | 0.02% | 439 |
|