Waypoint Capital Advisors’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.11M | Hold |
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|
2024
Q2 | $1.02M | Hold |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $1.03M | Hold |
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|
2023
Q3 | $912K | Sell |
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|
2023
Q2 | $1.01M | Hold |
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|
2023
Q1 | $968K | Hold |
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|
2022
Q4 | $948K | Hold |
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|
2022
Q3 | $848K | Hold |
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|
2022
Q2 | $887K | Hold |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.04M | Buy |
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