Occidental Asset Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.94M | Buy |
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|
2025
Q2 | $2.69M | Buy |
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|
2025
Q1 | $2.46M | Buy |
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|
2024
Q4 | $2.48M | Buy |
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|
2024
Q3 | $2.04M | Buy |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $1.89M | Buy |
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|
2023
Q4 | $1.81M | Buy |
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|
2023
Q3 | $1.51M | Buy |
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|
2023
Q2 | $1.56M | Buy |
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|
2023
Q1 | $1.46M | Buy |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.31M | Buy |
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|
2021
Q4 | $1.32M | Sell |
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|
2021
Q3 | $1.23M | Buy |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.34M | Sell |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $722K | Buy |
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|
2020
Q2 | $693K | Buy |
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|
2020
Q1 | $546K | Buy |
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|
2019
Q4 | $779K | Buy |
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|
2019
Q3 | $716K | Buy |
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|
2019
Q2 | $656K | Buy |
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|
2019
Q1 | $564K | Sell |
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|
2018
Q4 | $497K | Buy |
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|
2018
Q3 | $546K | Buy |
|