PWM
Prentice Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-30
| Closed | -$2K | – | 139 |
|
|
2022
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 125 |
|
|
2021
Q4 | – | Sell |
-138
| Closed | -$9K | – | 221 |
|
|
2021
Q3 | $9K | Sell |
138
-5
| -3% | -$326 | ﹤0.01% | 253 |
|
|
2021
Q2 | $10K | Hold |
143
| – | – | 0.01% | 246 |
|
|
2021
Q1 | $9K | Buy |
+143
| New | +$9K | 0.01% | 250 |
|