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 |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.81M | Sell |
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|
2025
Q2 | $3.64M | Buy |
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|
2025
Q1 | $3.42M | Buy |
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|
2024
Q4 | $3.41M | Buy |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $886K | Sell |
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|
2023
Q2 | $941K | Buy |
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|
2023
Q1 | $894K | Buy |
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|
2022
Q4 | $808K | Buy |
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