Motive Wealth Advisors’s State Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $389K | Sell |
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|
2025
Q3 | $390K | Buy |
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|
2025
Q2 | $371K | Buy |
|
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|
2025
Q1 | $224K | Sell |
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|
2024
Q4 | $257K | Sell |
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|
2024
Q3 | $274K | Hold |
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|
2024
Q2 | $274K | Sell |
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|
2024
Q1 | $321K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $365K | Sell |
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|
2022
Q3 | $374K | Buy |
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|
2022
Q2 | $279K | Sell |
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|
2022
Q1 | $335K | Hold |
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|
2021
Q4 | $338K | Sell |
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|
2021
Q3 | $381K | Buy |
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|
2021
Q2 | $360K | Buy |
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