TCI Wealth Advisors’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 |
-206
| Closed | -$13.6K | – | 1386 |
|
2023
Q1 | $13.6K | Hold |
206
| – | – | ﹤0.01% | 899 |
|
2022
Q4 | $13.3K | Hold |
206
| – | – | ﹤0.01% | 889 |
|
2022
Q3 | $12K | Buy |
+206
| New | +$12K | ﹤0.01% | 914 |
|
2019
Q4 | – | Sell |
-33
| Closed | -$2K | – | 1624 |
|
2019
Q3 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 1096 |
|