Sowell Financial Services’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
Q1 | – | Sell |
-34,507
| Closed | -$2.23M | – | 810 |
|
|
2022
Q4 | $2.23M | Buy |
+34,507
| New | +$2.23M | 0.14% | 170 |
|
|
2021
Q2 | – | Sell |
-635
| Closed | -$44K | – | 1835 |
|
|
2021
Q1 | $44K | Buy |
635
+385
| +154% | +$26.7K | ﹤0.01% | 1709 |
|
|
2020
Q4 | $14K | Hold |
250
| – | – | ﹤0.01% | 1887 |
|
|
2020
Q3 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 1780 |
|
|
2020
Q2 | – | Sell |
-382
| Closed | -$13K | – | 2590 |
|
|
2020
Q1 | $13K | Sell |
382
-1,920
| -83% | -$65.3K | ﹤0.01% | 1529 |
|
|
2019
Q4 | $126K | Sell |
2,302
-3,378
| -59% | -$185K | 0.01% | 839 |
|
|
2019
Q3 | $291K | Buy |
+5,680
| New | +$291K | 0.02% | 543 |
|