Valeo Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-466
| Closed | -$30K | – | 1189 |
|
|
2021
Q1 | $30K | Hold |
466
| – | – | ﹤0.01% | 980 |
|
|
2020
Q4 | $26K | Sell |
466
-14
| -3% | -$781 | ﹤0.01% | 941 |
|
|
2020
Q3 | $21K | Hold |
480
| – | – | ﹤0.01% | 877 |
|
|
2020
Q2 | $20K | Sell |
480
-150
| -24% | -$6.25K | ﹤0.01% | 1001 |
|
|
2020
Q1 | $25K | Buy |
630
+45
| +8% | +$1.79K | ﹤0.01% | 806 |
|
|
2019
Q4 | $32K | Buy |
585
+3
| +0.5% | +$164 | ﹤0.01% | 782 |
|
|
2019
Q3 | $30K | Hold |
582
| – | – | ﹤0.01% | 735 |
|
|
2019
Q2 | $30K | Hold |
582
| – | – | ﹤0.01% | 734 |
|
|
2019
Q1 | $29K | Buy |
582
+398
| +216% | +$19.8K | ﹤0.01% | 673 |
|
|
2018
Q4 | $8K | Buy |
184
+1
| +0.5% | +$43 | ﹤0.01% | 938 |
|
|
2018
Q3 | $9K | Buy |
183
+1
| +0.5% | +$49 | ﹤0.01% | 990 |
|
|
2018
Q2 | $10K | Buy |
182
+22
| +14% | +$1.21K | ﹤0.01% | 936 |
|
|
2018
Q1 | $8K | Sell |
160
-172
| -52% | -$8.6K | ﹤0.01% | 992 |
|
|
2017
Q4 | $17K | Buy |
+332
| New | +$17K | ﹤0.01% | 708 |
|