SHJ
Sharkey, Howes & Javer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-97
| Closed | -$9K | – | 253 |
|
|
2016
Q4 | $9K | Hold |
97
| – | – | 0.01% | 168 |
|
|
2016
Q3 | $8K | Hold |
97
| – | – | ﹤0.01% | 171 |
|
|
2016
Q2 | $8K | Hold |
97
| – | – | 0.01% | 176 |
|
|
2016
Q1 | $8K | Sell |
97
-2,069
| -96% | -$171K | 0.01% | 190 |
|
|
2015
Q4 | $165K | Buy |
2,166
+102
| +5% | +$7.77K | 0.12% | 44 |
|
|
2015
Q3 | $164K | Sell |
2,064
-663
| -24% | -$52.7K | 0.13% | 46 |
|
|
2015
Q2 | $235K | Buy |
2,727
+937
| +52% | +$80.7K | 0.18% | 23 |
|
|
2015
Q1 | $156K | Buy |
+1,790
| New | +$156K | 0.1% | 50 |
|