PWMG
Private Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Sell |
132,360
-1,306
| -1% | -$104K | 3.49% | 10 |
|
|
2025
Q1 | $10.3M | Sell |
133,666
-59
| -0% | -$4.55K | 3.8% | 9 |
|
|
2024
Q4 | $10.7M | Sell |
133,725
-9,071
| -6% | -$727K | 4.11% | 8 |
|
|
2024
Q3 | $11.3M | Sell |
142,796
-997
| -0.7% | -$79.2K | 4.48% | 9 |
|
|
2024
Q2 | $10.5M | Sell |
143,793
-1,059
| -0.7% | -$77.2K | 4.54% | 8 |
|
|
2024
Q1 | $11M | Buy |
144,852
+4,497
| +3% | +$342K | 4.99% | 6 |
|
|
2023
Q4 | $10.3M | Buy |
+140,355
| New | +$10.3M | 5.06% | 5 |
|