Mosaic Family Wealth Partners’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 | $212K | Buy |
+2,669
| New | +$212K | 0.03% | 212 |
|
|
2023
Q4 | – | Sell |
-4,673
| Closed | -$303K | – | 199 |
|
|
2023
Q3 | $303K | Sell |
4,673
-287
| -6% | -$18.6K | 0.06% | 139 |
|
|
2023
Q2 | $341K | Sell |
4,960
-984
| -17% | -$67.7K | 0.07% | 129 |
|
|
2023
Q1 | $393K | Sell |
5,944
-612
| -9% | -$40.4K | 0.08% | 119 |
|
|
2022
Q4 | $424K | Buy |
+6,556
| New | +$424K | 0.12% | 109 |
|