Pinnacle Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,175
| Closed | -$1.68M | – | 121 |
|
|
2024
Q3 | $1.68M | Buy |
+21,175
| New | +$1.68M | 0.87% | 35 |
|
|
2023
Q3 | – | Sell |
-3,357
| Closed | -$231K | – | 98 |
|
|
2023
Q2 | $231K | Sell |
3,357
-527
| -14% | -$36.2K | 0.12% | 90 |
|
|
2023
Q1 | $257K | Sell |
3,884
-29,052
| -88% | -$1.92M | 0.16% | 85 |
|
|
2022
Q4 | $2.13M | Sell |
32,936
-7,046
| -18% | -$456K | 1.52% | 16 |
|
|
2022
Q3 | $2.31M | Buy |
39,982
+1,828
| +5% | +$106K | 2% | 13 |
|
|
2022
Q2 | $2.31M | Buy |
38,154
+31,330
| +459% | +$1.9M | 1.88% | 11 |
|
|
2022
Q1 | $480K | Buy |
+6,824
| New | +$480K | 0.26% | 70 |
|
|
2017
Q2 | – | Sell |
-32,062
| Closed | -$1.54M | – | 77 |
|
|
2017
Q1 | $1.54M | Buy |
32,062
+13,906
| +77% | +$670K | 0.96% | 22 |
|
|
2016
Q4 | $852K | Buy |
+18,156
| New | +$852K | 0.52% | 40 |
|