Paulson 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
Q1 | – | Sell |
-5,798
| Closed | -$321K | – | 88 |
|
|
2019
Q4 | $321K | Sell |
5,798
-164
| -3% | -$9.08K | 0.23% | 77 |
|
|
2019
Q3 | $306K | Hold |
5,962
| – | – | 0.23% | 80 |
|
|
2019
Q2 | $307K | Sell |
5,962
-2,178
| -27% | -$112K | 0.23% | 82 |
|
|
2019
Q1 | $410K | Sell |
8,140
-15,332
| -65% | -$772K | 0.31% | 69 |
|
|
2018
Q4 | $1.13M | Sell |
23,472
-350
| -1% | -$16.9K | 0.94% | 23 |
|
|
2018
Q3 | $1.18M | Buy |
23,822
+296
| +1% | +$14.7K | 1.06% | 22 |
|
|
2018
Q2 | $1.22M | Sell |
23,526
-296
| -1% | -$15.4K | 1.21% | 20 |
|
|
2018
Q1 | $1.19M | Sell |
23,822
-328
| -1% | -$16.3K | 1.18% | 22 |
|
|
2017
Q4 | $1.24M | Buy |
+24,150
| New | +$1.24M | 1.09% | 23 |
|