RW
RVW Wealth’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Sell |
4,154
-162
| -4% | -$91.8K | 0.2% | 53 |
|
|
2025
Q1 | $2.3M | Sell |
4,316
-1,509
| -26% | -$805K | 0.22% | 49 |
|
|
2024
Q4 | $3.32M | Sell |
5,825
-478
| -8% | -$272K | 0.31% | 43 |
|
|
2024
Q3 | $3.59M | Sell |
6,303
-392
| -6% | -$223K | 0.33% | 43 |
|
|
2024
Q2 | $3.58M | Sell |
6,695
-684
| -9% | -$366K | 0.36% | 41 |
|
|
2024
Q1 | $4.11M | Sell |
7,379
-884
| -11% | -$492K | 0.42% | 39 |
|
|
2023
Q4 | $4.19M | Sell |
8,263
-473
| -5% | -$240K | 0.46% | 40 |
|
|
2023
Q3 | $3.99M | Sell |
8,736
-178
| -2% | -$81.3K | 0.48% | 38 |
|
|
2023
Q2 | $4.27M | Sell |
8,914
-1,687
| -16% | -$808K | 0.5% | 39 |
|
|
2023
Q1 | $4.86M | Sell |
10,601
-169
| -2% | -$77.5K | 0.6% | 39 |
|
|
2022
Q4 | $4.77M | Buy |
+10,770
| New | +$4.77M | 0.61% | 36 |
|
|
2020
Q2 | – | Sell |
-16,221
| Closed | -$4.26M | – | 106 |
|
|
2020
Q1 | $4.26M | Sell |
16,221
-24,956
| -61% | -$6.56M | 1% | 35 |
|
|
2019
Q4 | $15.5M | Buy |
41,177
+1,035
| +3% | +$389K | 3.38% | 12 |
|
|
2019
Q3 | $14.1M | Sell |
40,142
-1,687
| -4% | -$595K | 3.37% | 12 |
|
|
2019
Q2 | $14.8M | Buy |
41,829
+2,519
| +6% | +$893K | 3.53% | 11 |
|
|
2019
Q1 | $13.6M | Buy |
+39,310
| New | +$13.6M | 3.46% | 11 |
|