Oak Harbor 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
Q1 | – | Sell |
-233
| Closed | -$18.7K | – | 250 |
|
|
2024
Q4 | $18.7K | Hold |
233
| – | – | 0.01% | 209 |
|
|
2024
Q3 | $18.5K | Hold |
233
| – | – | 0.01% | 201 |
|
|
2024
Q2 | $17K | Hold |
233
| – | – | 0.01% | 201 |
|
|
2024
Q1 | $17.7K | Hold |
233
| – | – | 0.01% | 206 |
|
|
2023
Q4 | $17.1K | Hold |
233
| – | – | 0.01% | 206 |
|
|
2023
Q3 | $15.1K | Hold |
233
| – | – | 0.01% | 203 |
|
|
2023
Q2 | $16K | Hold |
233
| – | – | 0.01% | 211 |
|
|
2023
Q1 | $15.4K | Hold |
233
| – | – | 0.01% | 206 |
|
|
2022
Q4 | $15.1K | Buy |
+233
| New | +$15.1K | 0.01% | 199 |
|