OneDigital Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,090
| Closed | -$217K | – | 761 |
|
|
2022
Q1 | $217K | Buy |
+3,090
| New | +$217K | 0.01% | 675 |
|
|
2019
Q3 | – | Sell |
-123
| Closed | -$6K | – | 881 |
|
|
2019
Q2 | $6K | Hold |
123
| – | – | ﹤0.01% | 1013 |
|
|
2019
Q1 | $6K | Sell |
123
-169
| -58% | -$8.24K | ﹤0.01% | 963 |
|
|
2018
Q4 | $13K | Buy |
+292
| New | +$13K | ﹤0.01% | 800 |
|
|
2018
Q3 | – | Sell |
-291
| Closed | -$15K | – | 1125 |
|
|
2018
Q2 | $15K | Buy |
291
+1
| +0.3% | +$52 | ﹤0.01% | 919 |
|
|
2018
Q1 | $14K | Buy |
290
+34
| +13% | +$1.64K | ﹤0.01% | 947 |
|
|
2017
Q4 | $13K | Hold |
256
| – | – | ﹤0.01% | 921 |
|
|
2017
Q3 | $13K | Sell |
256
-5,002
| -95% | -$254K | ﹤0.01% | 770 |
|
|
2017
Q2 | $253K | Buy |
+5,258
| New | +$253K | 0.08% | 171 |
|