Western Wealth Management’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 | $211K | Sell |
2,655
-1,974
| -43% | -$157K | 0.01% | 680 |
|
|
2025
Q1 | $357K | Buy |
4,629
+1,964
| +74% | +$151K | 0.02% | 475 |
|
|
2024
Q4 | $214K | Buy |
+2,665
| New | +$214K | 0.01% | 623 |
|
|
2022
Q3 | – | Sell |
-5,857
| Closed | -$354K | – | 833 |
|
|
2022
Q2 | $354K | Sell |
5,857
-5,454
| -48% | -$330K | 0.02% | 562 |
|
|
2022
Q1 | $796K | Buy |
+11,311
| New | +$796K | 0.04% | 394 |
|