Polaris Wealth Advisory 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
2018
Q4
Sell
-288
Closed -$15K 324
2018
Q3
$15K Buy
288
+144
+100% +$7.5K ﹤0.01% 356
2018
Q2
$14K Sell
144
-144
-50% -$14K ﹤0.01% 187
2018
Q1
$14K Buy
+288
New +$14K ﹤0.01% 328