Northwest Financial 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
2024
Q1
Sell
-1,751
Closed -$128K 348
2023
Q4
$128K Buy
+1,751
New +$128K 0.11% 120