Portside Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Sell |
9,593
-198
| -2% | -$15.7K | 0.11% | 192 |
|
|
2025
Q1 | $754K | Buy |
9,791
+537
| +6% | +$41.4K | 0.12% | 182 |
|
|
2024
Q4 | $742K | Buy |
9,254
+761
| +9% | +$61K | 0.12% | 176 |
|
|
2024
Q3 | $675K | Sell |
8,493
-35
| -0.4% | -$2.78K | 0.12% | 184 |
|
|
2024
Q2 | $622K | Sell |
8,528
-32,008
| -79% | -$2.33M | 0.12% | 179 |
|
|
2024
Q1 | $3.08M | Buy |
40,536
+2,233
| +6% | +$170K | 0.57% | 45 |
|
|
2023
Q4 | $2.81M | Buy |
38,303
+1,651
| +5% | +$121K | 0.52% | 49 |
|
|
2023
Q3 | $2.37M | Buy |
36,652
+1,120
| +3% | +$72.5K | 0.45% | 63 |
|
|
2023
Q2 | $2.44M | Buy |
+35,532
| New | +$2.44M | 0.45% | 59 |
|