Wallace Advisory Group’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 | $327K | Sell |
4,242
-155
| -4% | -$11.9K | 0.24% | 124 |
|
|
2025
Q1 | $353K | Sell |
4,397
-138
| -3% | -$11.1K | 0.24% | 122 |
|
|
2024
Q4 | $360K | Sell |
4,535
-211
| -4% | -$16.8K | 0.25% | 110 |
|
|
2024
Q3 | $346K | Hold |
4,746
| – | – | 0.25% | 105 |
|
|
2024
Q2 | $346K | Sell |
4,746
-3,444
| -42% | -$251K | 0.25% | 105 |
|
|
2024
Q1 | $601K | Sell |
8,190
-473
| -5% | -$34.7K | 0.45% | 55 |
|
|
2023
Q4 | $562K | Sell |
8,663
-26
| -0.3% | -$1.69K | 0.44% | 51 |
|
|
2023
Q3 | $598K | Sell |
8,689
-59
| -0.7% | -$4.06K | 0.43% | 48 |
|
|
2023
Q2 | $578K | Hold |
8,748
| – | – | 0.44% | 53 |
|
|
2023
Q1 | $578K | Sell |
8,748
-9
| -0.1% | -$595 | 0.44% | 53 |
|
|
2022
Q4 | $567K | Buy |
+8,757
| New | +$567K | 0.45% | 51 |
|