SWM
SigFig 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-43,457
| Closed | -$3.19M | – | 128 |
|
|
2023
Q4 | $3.19M | Buy |
+43,457
| New | +$3.19M | 0.12% | 65 |
|
|
2023
Q1 | – | Sell |
-58,256
| Closed | -$1.75M | – | 108 |
|
|
2022
Q4 | $1.75M | Buy |
+58,256
| New | +$1.75M | 0.09% | 69 |
|
|
2022
Q2 | – | Sell |
-70,865
| Closed | -$1.19M | – | 100 |
|
|
2022
Q1 | $1.19M | Buy |
+70,865
| New | +$1.19M | 0.06% | 69 |
|
|
2021
Q1 | – | Sell |
-16,044
| Closed | -$890K | – | 78 |
|
|
2020
Q4 | $890K | Buy |
+16,044
| New | +$890K | 0.06% | 56 |
|