Rockwood Wealth Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $219K | Hold |
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|
2025
Q2 | $208K | Sell |
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|
2025
Q1 | $214K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $231K | Sell |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $308K | Sell |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $307K | Sell |
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|
2022
Q3 | $293K | Buy |
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|
2022
Q2 | $305K | Sell |
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|
2022
Q1 | $471K | Sell |
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|
2021
Q4 | $540K | Buy |
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