Rockwood Wealth Management’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 | $208K | Sell |
2,624
-158
| -6% | -$12.6K | 0.02% | 97 |
|
|
2025
Q1 | $214K | Buy |
+2,782
| New | +$214K | 0.02% | 89 |
|
|
2024
Q1 | – | Sell |
-3,147
| Closed | -$231K | – | 81 |
|
|
2023
Q4 | $231K | Sell |
3,147
-188
| -6% | -$13.8K | 0.03% | 67 |
|
|
2023
Q3 | $216K | Sell |
3,335
-1,142
| -26% | -$74.1K | 0.04% | 61 |
|
|
2023
Q2 | $308K | Sell |
4,477
-71
| -2% | -$4.88K | 0.05% | 58 |
|
|
2023
Q1 | $301K | Sell |
4,548
-193
| -4% | -$12.8K | 0.06% | 54 |
|
|
2022
Q4 | $307K | Sell |
4,741
-320
| -6% | -$20.7K | 0.07% | 54 |
|
|
2022
Q3 | $293K | Buy |
5,061
+12
| +0.2% | +$694 | 0.09% | 52 |
|
|
2022
Q2 | $305K | Sell |
5,049
-1,650
| -25% | -$99.8K | 0.14% | 51 |
|
|
2022
Q1 | $471K | Sell |
6,699
-895
| -12% | -$63K | 0.23% | 40 |
|
|
2021
Q4 | $540K | Buy |
+7,594
| New | +$540K | 0.24% | 45 |
|