MONECO Advisors’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 | $3.45M | Buy |
43,449
+7,354
| +20% | +$584K | 0.32% | 61 |
|
|
2025
Q1 | $2.78M | Buy |
36,095
+14,575
| +68% | +$1.12M | 0.29% | 80 |
|
|
2024
Q4 | $1.73M | Buy |
21,520
+8,048
| +60% | +$645K | 0.18% | 119 |
|
|
2024
Q3 | $1.07M | Buy |
13,472
+82
| +0.6% | +$6.52K | 0.13% | 151 |
|
|
2024
Q2 | $977K | Sell |
13,390
-682
| -5% | -$49.7K | 0.14% | 148 |
|
|
2024
Q1 | $1.07M | Buy |
14,072
+1,063
| +8% | +$80.8K | 0.17% | 142 |
|
|
2023
Q4 | $955K | Buy |
13,009
+55
| +0.4% | +$4.04K | 0.18% | 138 |
|
|
2023
Q3 | $840K | Buy |
12,954
+584
| +5% | +$37.9K | 0.23% | 111 |
|
|
2023
Q2 | $851K | Buy |
12,370
+5,626
| +83% | +$387K | 0.23% | 111 |
|
|
2023
Q1 | $446K | Buy |
+6,744
| New | +$446K | 0.13% | 177 |
|