Prosperity Capital 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $268K | Buy |
+3,372
| New | +$268K | 0.03% | 242 |
|
2024
Q3 | – | Sell |
-3,194
| Closed | -$233K | – | 345 |
|
2024
Q2 | $233K | Sell |
3,194
-769
| -19% | -$56.1K | 0.03% | 286 |
|
2024
Q1 | $301K | Buy |
3,963
+298
| +8% | +$22.6K | 0.04% | 260 |
|
2023
Q4 | $269K | Buy |
3,665
+206
| +6% | +$15.1K | 0.03% | 208 |
|
2023
Q3 | $224K | Sell |
3,459
-152
| -4% | -$9.86K | 0.03% | 220 |
|
2023
Q2 | $248K | Buy |
3,611
+29
| +0.8% | +$2K | 0.03% | 202 |
|
2023
Q1 | $237K | Buy |
3,582
+400
| +13% | +$26.4K | 0.04% | 182 |
|
2022
Q4 | $206K | Buy |
+3,182
| New | +$206K | 0.06% | 185 |
|