Trueblood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
5,132
+28
| +0.5% | +$2.22K | 0.17% | 166 |
|
|
2025
Q1 | $393K | Buy |
5,104
+263
| +5% | +$20.3K | 0.18% | 154 |
|
|
2024
Q4 | $388K | Hold |
4,841
| – | – | 0.19% | 158 |
|
|
2024
Q3 | $385K | Buy |
4,841
+1,345
| +38% | +$107K | 0.19% | 151 |
|
|
2024
Q2 | $255K | Buy |
3,496
+100
| +3% | +$7.29K | 0.14% | 184 |
|
|
2024
Q1 | $258K | Sell |
3,396
-21
| -0.6% | -$1.6K | 0.15% | 180 |
|
|
2023
Q4 | $251K | Buy |
+3,417
| New | +$251K | 0.16% | 174 |
|