Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,480
| Closed | -$230K | – | 1155 |
|
|
2023
Q1 | $230K | Buy |
+3,480
| New | +$230K | 0.01% | 951 |
|
|
2022
Q2 | – | Sell |
-3,251
| Closed | -$229K | – | 675 |
|
|
2022
Q1 | $229K | Buy |
3,251
+238
| +8% | +$16.8K | 0.03% | 566 |
|
|
2021
Q4 | $214K | Sell |
3,013
-127
| -4% | -$9.02K | 0.02% | 451 |
|
|
2021
Q3 | $208K | Buy |
+3,140
| New | +$208K | 0.03% | 550 |
|
|
2021
Q2 | – | Sell |
-3,547
| Closed | -$232K | – | 554 |
|
|
2021
Q1 | $232K | Sell |
3,547
-53,345
| -94% | -$3.49M | 0.05% | 431 |
|
|
2020
Q4 | $3.16M | Buy |
+56,892
| New | +$3.16M | 0.05% | 292 |
|