WealthShield 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 | $7.22M | Sell |
90,842
-710
| -0.8% | -$56.4K | 0.87% | 27 |
|
|
2025
Q1 | $7.05M | Buy |
91,552
+601
| +0.7% | +$46.3K | 0.91% | 27 |
|
|
2024
Q4 | $7.29M | Buy |
90,951
+20,953
| +30% | +$1.68M | 1.03% | 24 |
|
|
2024
Q3 | $5.56M | Buy |
69,998
+3,505
| +5% | +$279K | 0.75% | 32 |
|
|
2024
Q2 | $4.85M | Sell |
66,493
-278
| -0.4% | -$20.3K | 0.74% | 32 |
|
|
2024
Q1 | $5.07M | Sell |
66,771
-14,358
| -18% | -$1.09M | 0.82% | 31 |
|
|
2023
Q4 | $5.95M | Buy |
81,129
+3,047
| +4% | +$224K | 0.98% | 20 |
|
|
2023
Q3 | $5.06M | Sell |
78,082
-1,539
| -2% | -$99.8K | 0.76% | 32 |
|
|
2023
Q2 | $5.48M | Buy |
79,621
+1,154
| +1% | +$79.4K | 0.83% | 28 |
|
|
2023
Q1 | $5.19M | Sell |
78,467
-599
| -0.8% | -$39.6K | 0.84% | 27 |
|
|
2022
Q4 | $5.12M | Sell |
79,066
-750
| -0.9% | -$48.5K | 0.98% | 22 |
|
|
2022
Q3 | $4.62M | Buy |
79,816
+175
| +0.2% | +$10.1K | 0.92% | 26 |
|
|
2022
Q2 | $4.82M | Buy |
79,641
+3,988
| +5% | +$241K | 0.95% | 25 |
|
|
2022
Q1 | $5.32M | Buy |
+75,653
| New | +$5.32M | 0.85% | 27 |
|