RE Dickinson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-82
| Closed | -$6K | – | 233 |
|
|
2024
Q1 | $6K | Hold |
82
| – | – | ﹤0.01% | 176 |
|
|
2023
Q4 | $6K | Hold |
82
| – | – | ﹤0.01% | 179 |
|
|
2023
Q3 | $5K | Hold |
82
| – | – | ﹤0.01% | 199 |
|
|
2023
Q2 | $6K | Hold |
82
| – | – | ﹤0.01% | 275 |
|
|
2023
Q1 | $5K | Hold |
82
| – | – | ﹤0.01% | 306 |
|
|
2022
Q4 | $5K | Hold |
82
| – | – | ﹤0.01% | 292 |
|
|
2022
Q3 | $5K | Hold |
82
| – | – | ﹤0.01% | 181 |
|
|
2022
Q2 | $5 | Hold |
82
| – | – | ﹤0.01% | 203 |
|
|
2022
Q1 | $6K | Hold |
82
| – | – | ﹤0.01% | 203 |
|
|
2021
Q4 | $6K | Buy |
+82
| New | +$6K | ﹤0.01% | 202 |
|