Wipfli Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $22K | Buy |
+380
| New | +$22K | ﹤0.01% | 1533 |
|
|
2022
Q2 | – | Sell |
-5,026
| Closed | -$354K | – | 95 |
|
|
2022
Q1 | $354K | Hold |
5,026
| – | – | 0.04% | 72 |
|
|
2021
Q4 | $357K | Hold |
5,026
| – | – | 0.04% | 35 |
|
|
2021
Q3 | $333K | Hold |
5,026
| – | – | 0.04% | 37 |
|
|
2021
Q2 | $339K | Hold |
5,026
| – | – | 0.05% | 34 |
|
|
2021
Q1 | $329K | Hold |
5,026
| – | – | 0.18% | 27 |
|
|
2020
Q4 | $279K | Buy |
+5,026
| New | +$279K | 0.17% | 30 |
|