OBWG
Onyx Bridge Wealth Group’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $339K | Sell |
4,271
-1,671
| -28% | -$133K | 0.04% | 213 |
|
|
2025
Q1 | $458K | Sell |
5,942
-343
| -5% | -$26.4K | 0.07% | 165 |
|
|
2024
Q4 | $504K | Sell |
6,285
-47
| -0.7% | -$3.77K | 0.07% | 155 |
|
|
2024
Q3 | $503K | Sell |
6,332
-302
| -5% | -$24K | 0.08% | 159 |
|
|
2024
Q2 | $484K | Sell |
6,634
-81
| -1% | -$5.91K | 0.08% | 152 |
|
|
2024
Q1 | $485K | Buy |
6,715
+20
| +0.3% | +$1.44K | 0.09% | 151 |
|
|
2023
Q4 | $491K | Sell |
6,695
-205
| -3% | -$15K | 0.1% | 133 |
|
|
2023
Q3 | $448K | Buy |
6,900
+24
| +0.3% | +$1.56K | 0.1% | 139 |
|
|
2023
Q2 | $473K | Sell |
6,876
-160
| -2% | -$11K | 0.11% | 128 |
|
|
2023
Q1 | $465K | Buy |
7,036
+21
| +0.3% | +$1.39K | 0.19% | 94 |
|
|
2022
Q4 | $470K | Buy |
+7,015
| New | +$470K | 0.19% | 81 |
|