Wealthcare Advisory Partners’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 | $3.27M | Buy |
41,129
+2,736
| +7% | +$217K | 0.07% | 221 |
|
|
2025
Q1 | $2.96M | Buy |
38,393
+2,399
| +7% | +$185K | 0.08% | 217 |
|
|
2024
Q4 | $2.89M | Buy |
35,994
+1,004
| +3% | +$80.5K | 0.08% | 210 |
|
|
2024
Q3 | $2.78M | Buy |
34,990
+6,177
| +21% | +$491K | 0.08% | 215 |
|
|
2024
Q2 | $2.1M | Buy |
28,813
+5,457
| +23% | +$398K | 0.07% | 229 |
|
|
2024
Q1 | $1.78M | Buy |
23,356
+2,510
| +12% | +$191K | 0.06% | 252 |
|
|
2023
Q4 | $1.53M | Sell |
20,846
-11,832
| -36% | -$868K | 0.06% | 240 |
|
|
2023
Q3 | $2.12M | Buy |
32,678
+75
| +0.2% | +$4.87K | 0.1% | 166 |
|
|
2023
Q2 | $2.24M | Sell |
32,603
-1,669
| -5% | -$115K | 0.1% | 164 |
|
|
2023
Q1 | $2.26M | Buy |
34,272
+2,165
| +7% | +$143K | 0.1% | 165 |
|
|
2022
Q4 | $2.08M | Buy |
32,107
+4,150
| +15% | +$269K | 0.1% | 157 |
|
|
2022
Q3 | $1.62M | Buy |
27,957
+5,638
| +25% | +$326K | 0.09% | 162 |
|
|
2022
Q2 | $1.35M | Buy |
22,319
+11,756
| +111% | +$711K | 0.08% | 167 |
|
|
2022
Q1 | $743K | Buy |
10,563
+4,103
| +64% | +$289K | 0.05% | 241 |
|
|
2021
Q4 | $459K | Buy |
6,460
+117
| +2% | +$8.31K | 0.03% | 329 |
|
|
2021
Q3 | $420K | Sell |
6,343
-690
| -10% | -$45.7K | 0.03% | 349 |
|
|
2021
Q2 | $475K | Buy |
7,033
+777
| +12% | +$52.5K | 0.03% | 328 |
|
|
2021
Q1 | $409K | Sell |
6,256
-3,603
| -37% | -$236K | 0.03% | 329 |
|
|
2020
Q4 | $547K | Hold |
9,859
| – | – | 0.05% | 225 |
|
|
2020
Q3 | $428K | Sell |
9,859
-110
| -1% | -$4.78K | 0.05% | 221 |
|
|
2020
Q2 | $425K | Sell |
9,969
-425
| -4% | -$18.1K | 0.05% | 195 |
|
|
2020
Q1 | $366K | Sell |
10,394
-257
| -2% | -$9.05K | 0.05% | 192 |
|
|
2019
Q4 | $583K | Hold |
10,651
| – | – | 0.07% | 158 |
|
|
2019
Q3 | $547K | Sell |
10,651
-1,843
| -15% | -$94.7K | 0.08% | 139 |
|
|
2019
Q2 | $642K | Buy |
12,494
+100
| +0.8% | +$5.14K | 0.1% | 122 |
|
|
2019
Q1 | $624K | Buy |
+12,394
| New | +$624K | 0.11% | 115 |
|