TPW
Tiller Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-7,015
| Closed | -$247K | – | 34 |
|
|
2020
Q1 | $247K | Buy |
7,015
+657
| +10% | +$23.1K | 0.28% | 25 |
|
|
2019
Q4 | $348K | Buy |
6,358
+139
| +2% | +$7.61K | 0.28% | 24 |
|
|
2019
Q3 | $319K | Sell |
6,219
-122
| -2% | -$6.26K | 0.27% | 23 |
|
|
2019
Q2 | $326K | Sell |
6,341
-96
| -1% | -$4.94K | 0.27% | 22 |
|
|
2019
Q1 | $324K | Sell |
6,437
-175
| -3% | -$8.81K | 0.28% | 22 |
|
|
2018
Q4 | $293K | Buy |
6,612
+221
| +3% | +$9.79K | 0.26% | 24 |
|
|
2018
Q3 | $343K | Sell |
6,391
-83
| -1% | -$4.46K | 0.24% | 27 |
|
|
2018
Q2 | $337K | Buy |
6,474
+3,461
| +115% | +$180K | 0.24% | 30 |
|
|
2018
Q1 | $300K | Buy |
+3,013
| New | +$300K | 0.22% | 32 |
|