Squar Milner 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-3,106
| Closed | -$109K | – | 517 |
|
2020
Q1 | $109K | Buy |
3,106
+370
| +14% | +$13K | 0.07% | 241 |
|
2019
Q4 | $149K | Buy |
+2,736
| New | +$149K | 0.07% | 249 |
|
2019
Q3 | – | Sell |
-1,869
| Closed | -$96K | – | 516 |
|
2019
Q2 | $96K | Buy |
1,869
+86
| +5% | +$4.42K | 0.06% | 280 |
|
2019
Q1 | $89K | Buy |
+1,783
| New | +$89K | 0.07% | 269 |
|