WWA
WCG Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.34M | Buy |
92,410
+3,705
| +4% | +$294K | 0.47% | 66 |
|
|
2025
Q1 | $6.83M | Sell |
88,705
-11,519
| -11% | -$888K | 0.52% | 60 |
|
|
2024
Q4 | $8.04M | Buy |
100,224
+452
| +0.5% | +$36.3K | 0.53% | 56 |
|
|
2024
Q3 | $7.93M | Sell |
99,772
-6,421
| -6% | -$510K | 0.54% | 54 |
|
|
2024
Q2 | $7.75M | Buy |
106,193
+4,936
| +5% | +$360K | 0.57% | 53 |
|
|
2024
Q1 | $7.7M | Sell |
101,257
-47,632
| -32% | -$3.62M | 0.64% | 50 |
|
|
2023
Q4 | $10.9M | Sell |
148,889
-11,839
| -7% | -$869K | 0.8% | 38 |
|
|
2023
Q3 | $10.6M | Buy |
160,728
+10,556
| +7% | +$694K | 0.77% | 41 |
|
|
2023
Q2 | $10.3M | Sell |
150,172
-13,393
| -8% | -$921K | 1.21% | 26 |
|
|
2023
Q1 | $10.8M | Buy |
163,565
+8,011
| +5% | +$529K | 1.39% | 22 |
|
|
2022
Q4 | $10.1M | Buy |
155,554
+13,938
| +10% | +$902K | 1.38% | 24 |
|
|
2022
Q3 | $8.79M | Sell |
141,616
-5,069
| -3% | -$315K | 1.16% | 24 |
|
|
2022
Q2 | $8.87M | Buy |
+146,685
| New | +$8.87M | 1.23% | 22 |
|