TW
Transform 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-30,037
| Closed | -$2.99M | – | 225 |
|
|
2018
Q1 | $2.99M | Sell |
30,037
-185
| -0.6% | -$18.4K | 0.57% | 62 |
|
|
2017
Q4 | $3.11M | Buy |
30,222
+1,684
| +6% | +$173K | 0.57% | 58 |
|
|
2017
Q3 | $2.83M | Buy |
+28,538
| New | +$2.83M | 0.99% | 23 |
|
|
2017
Q2 | – | Sell |
-23,497
| Closed | -$2.26M | – | 107 |
|
|
2017
Q1 | $2.26M | Buy |
23,497
+1,318
| +6% | +$127K | 0.85% | 25 |
|
|
2016
Q4 | $2.08M | Buy |
22,179
+1,291
| +6% | +$121K | 0.83% | 25 |
|
|
2016
Q3 | $1.8M | Buy |
20,888
+1,466
| +8% | +$127K | 0.78% | 32 |
|
|
2016
Q2 | $1.61M | Buy |
+19,422
| New | +$1.61M | 0.68% | 39 |
|