Opes Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-12,950
| Closed | -$457K | – | 69 |
|
|
2020
Q1 | $457K | Sell |
12,950
-4,549
| -26% | -$161K | 0.34% | 35 |
|
|
2019
Q4 | $959K | Sell |
17,499
-9,992
| -36% | -$548K | 0.59% | 28 |
|
|
2019
Q3 | $1.41M | Buy |
27,491
+482
| +2% | +$24.7K | 0.93% | 24 |
|
|
2019
Q2 | $1.39M | Buy |
27,009
+196
| +0.7% | +$10.1K | 0.95% | 24 |
|
|
2019
Q1 | $1.35M | Buy |
+26,813
| New | +$1.35M | 0.99% | 22 |
|