Realta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.1K | Hold |
102
| – | – | ﹤0.01% | 275 |
|
|
2025
Q1 | $7.86K | Buy |
+102
| New | +$7.86K | ﹤0.01% | 283 |
|
|
2023
Q4 | – | Sell |
-208
| Closed | -$14.3K | – | 659 |
|
|
2023
Q3 | $14.3K | Hold |
208
| – | – | ﹤0.01% | 649 |
|
|
2023
Q2 | $14.3K | Buy |
+208
| New | +$14.3K | ﹤0.01% | 687 |
|
|
2023
Q1 | – | Sell |
-433
| Closed | -$28K | – | 668 |
|
|
2022
Q4 | $28K | Buy |
433
+338
| +356% | +$21.9K | 0.01% | 606 |
|
|
2022
Q3 | $5K | Buy |
+95
| New | +$5K | ﹤0.01% | 748 |
|
|
2019
Q4 | – | Sell |
-420
| Closed | -$22K | – | 1647 |
|
|
2019
Q3 | $22K | Hold |
420
| – | – | 0.01% | 889 |
|
|
2019
Q2 | $22K | Hold |
420
| – | – | 0.01% | 904 |
|
|
2019
Q1 | $21K | Buy |
+420
| New | +$21K | 0.01% | 750 |
|