SWM
Selective Wealth Management’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-665
| Closed | -$38K | – | 482 |
|
|
2022
Q3 | $38K | Hold |
665
| – | – | 0.02% | 331 |
|
|
2022
Q2 | $40K | Hold |
665
| – | – | 0.01% | 354 |
|
|
2022
Q1 | $47K | Hold |
665
| – | – | 0.02% | 314 |
|
|
2021
Q4 | $47K | Hold |
665
| – | – | 0.02% | 277 |
|
|
2021
Q3 | $44K | Hold |
665
| – | – | 0.02% | 269 |
|
|
2021
Q2 | $45K | Hold |
665
| – | – | 0.04% | 201 |
|
|
2021
Q1 | $44K | Hold |
665
| – | – | 0.04% | 137 |
|
|
2020
Q4 | $37K | Sell |
665
-173
| -21% | -$9.63K | 0.02% | 129 |
|
|
2020
Q3 | $36K | Sell |
838
-165
| -16% | -$7.09K | 0.03% | 117 |
|
|
2020
Q2 | $43K | Buy |
+1,003
| New | +$43K | 0.04% | 117 |
|