Motive Wealth 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 | $371K | Buy |
4,677
+1,765
| +61% | +$140K | 0.17% | 53 |
|
|
2025
Q1 | $224K | Sell |
2,912
-294
| -9% | -$22.7K | 0.12% | 62 |
|
|
2024
Q4 | $257K | Sell |
3,206
-546
| -15% | -$43.8K | 0.14% | 61 |
|
|
2024
Q3 | $274K | Hold |
3,752
| – | – | 0.16% | 57 |
|
|
2024
Q2 | $274K | Sell |
3,752
-466
| -11% | -$34K | 0.16% | 57 |
|
|
2024
Q1 | $321K | Buy |
+4,218
| New | +$321K | 0.19% | 56 |
|
|
2023
Q1 | – | Sell |
-5,637
| Closed | -$365K | – | 58 |
|
|
2022
Q4 | $365K | Sell |
5,637
-833
| -13% | -$53.9K | 0.28% | 39 |
|
|
2022
Q3 | $374K | Buy |
6,470
+1,865
| +40% | +$108K | 0.3% | 38 |
|
|
2022
Q2 | $279K | Sell |
4,605
-152
| -3% | -$9.21K | 0.22% | 65 |
|
|
2022
Q1 | $335K | Hold |
4,757
| – | – | 0.23% | 64 |
|
|
2021
Q4 | $338K | Sell |
4,757
-993
| -17% | -$70.6K | 0.2% | 66 |
|
|
2021
Q3 | $381K | Buy |
5,750
+425
| +8% | +$28.2K | 0.26% | 61 |
|
|
2021
Q2 | $360K | Buy |
+5,325
| New | +$360K | 0.26% | 60 |
|