TVWM
Tower View Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.4K | Buy |
975
+5
| +0.5% | +$397 | 0.04% | 87 |
|
|
2025
Q1 | $74.7K | Buy |
970
+819
| +542% | +$63.1K | 0.04% | 68 |
|
|
2024
Q4 | $12.1K | Buy |
151
+1
| +0.7% | +$80 | 0.01% | 121 |
|
|
2024
Q3 | $11.9K | Buy |
150
+1
| +0.7% | +$79 | 0.01% | 131 |
|
|
2024
Q2 | $10.9K | Buy |
149
+1
| +0.7% | +$73 | 0.01% | 130 |
|
|
2024
Q1 | $11.3K | Hold |
148
| – | – | 0.01% | 130 |
|
|
2023
Q4 | $11K | Buy |
148
+1
| +0.7% | +$74 | 0.01% | 122 |
|
|
2023
Q3 | $10K | Hold |
147
| – | – | 0.01% | 116 |
|
|
2023
Q2 | $10K | Hold |
147
| – | – | 0.01% | 119 |
|
|
2023
Q1 | $10K | Hold |
147
| – | – | 0.01% | 114 |
|
|
2022
Q4 | $10K | Hold |
147
| – | – | 0.01% | 118 |
|
|
2022
Q3 | $8K | Hold |
147
| – | – | 0.01% | 124 |
|
|
2022
Q2 | $9K | Buy |
+147
| New | +$9K | 0.01% | 120 |
|