Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,209
| Closed | -$162K | – | 1393 |
|
|
2019
Q1 | $162K | Sell |
3,209
-259
| -7% | -$13.1K | 0.01% | 485 |
|
|
2018
Q4 | $154K | Buy |
3,468
+6
| +0.2% | +$266 | 0.01% | 465 |
|
|
2018
Q3 | $186K | Sell |
3,462
-552
| -14% | -$29.7K | 0.02% | 480 |
|
|
2018
Q2 | $209K | Sell |
4,014
-166
| -4% | -$8.64K | 0.02% | 451 |
|
|
2018
Q1 | $208K | Sell |
4,180
-178
| -4% | -$8.86K | 0.02% | 459 |
|
|
2017
Q4 | $224K | Sell |
4,358
-48
| -1% | -$2.47K | 0.02% | 443 |
|
|
2017
Q3 | $218K | Buy |
4,406
+52
| +1% | +$2.57K | 0.02% | 445 |
|
|
2017
Q2 | $210K | Sell |
4,354
-44
| -1% | -$2.12K | 0.02% | 438 |
|
|
2017
Q1 | $212K | Sell |
4,398
-400
| -8% | -$19.3K | 0.03% | 373 |
|
|
2016
Q4 | $225K | Sell |
4,798
-128
| -3% | -$6K | 0.03% | 339 |
|
|
2016
Q3 | $213K | Buy |
4,926
+268
| +6% | +$11.6K | 0.03% | 365 |
|
|
2016
Q2 | $193K | Buy |
4,658
+134
| +3% | +$5.55K | 0.03% | 370 |
|
|
2016
Q1 | $182K | Buy |
4,524
+150
| +3% | +$6.03K | 0.03% | 386 |
|
|
2015
Q4 | $166K | Buy |
+4,374
| New | +$166K | 0.03% | 405 |
|