Opes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $1.72M | Sell |
38,674
-140
| -0.4% | -$6.21K | 1.23% | 21 |
|
|
2018
Q3 | $2.09M | Buy |
38,814
+909
| +2% | +$48.8K | 1.52% | 17 |
|
|
2018
Q2 | $1.97M | Buy |
37,905
+1,087
| +3% | +$56.6K | 1.44% | 19 |
|
|
2018
Q1 | $1.83M | Sell |
36,818
-32,176
| -47% | -$1.6M | 1.48% | 17 |
|
|
2017
Q4 | $3.55M | Buy |
68,994
+5,706
| +9% | +$293K | 2.53% | 16 |
|
|
2017
Q3 | $3.13M | Sell |
63,288
-11,500
| -15% | -$569K | 2.01% | 19 |
|
|
2017
Q2 | $3.65M | Buy |
74,788
+11,970
| +19% | +$584K | 2.26% | 18 |
|
|
2017
Q1 | $3.03M | Buy |
62,818
+52,638
| +517% | +$2.54M | 2.14% | 17 |
|
|
2016
Q4 | $478K | Buy |
+10,180
| New | +$478K | 0.49% | 27 |
|