Weinberger Asset Management’s 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $896K | Sell |
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|
2025
Q2 | $934K | Sell |
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|
2025
Q1 | $910K | Sell |
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|
2024
Q4 | $1.01M | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.17M | Sell |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.5M | Sell |
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|
2022
Q3 | $1.75M | Sell |
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|
2022
Q2 | $1.9M | Sell |
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|
2022
Q1 | $2.22M | Sell |
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|
2021
Q4 | $2.34M | Buy |
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