Montz Harcus 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 | $3.64M | Buy |
45,874
+1,522
| +3% | +$121K | 1.76% | 15 |
|
|
2025
Q1 | $3.42M | Buy |
44,352
+1,827
| +4% | +$141K | 1.87% | 15 |
|
|
2024
Q4 | $3.41M | Buy |
42,525
+28,552
| +204% | +$2.29M | 1.91% | 14 |
|
|
2024
Q3 | $1.11M | Buy |
13,973
+136
| +1% | +$10.8K | 0.65% | 22 |
|
|
2024
Q2 | $1.01M | Sell |
13,837
-1
| -0% | -$73 | 0.65% | 21 |
|
|
2024
Q1 | $1.05M | Buy |
13,838
+124
| +0.9% | +$9.42K | 0.71% | 21 |
|
|
2023
Q4 | $1.01M | Buy |
13,714
+53
| +0.4% | +$3.89K | 0.77% | 19 |
|
|
2023
Q3 | $886K | Sell |
13,661
-20
| -0.1% | -$1.3K | 0.76% | 19 |
|
|
2023
Q2 | $941K | Buy |
13,681
+156
| +1% | +$10.7K | 0.78% | 19 |
|
|
2023
Q1 | $894K | Buy |
13,525
+1,044
| +8% | +$69K | 0.83% | 19 |
|
|
2022
Q4 | $808K | Buy |
+12,481
| New | +$808K | 0.8% | 20 |
|