WJ 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
2022
Q1
Sell
-2,925
Closed -$208K 55
2021
Q4
$208K Sell
2,925
-1,455
-33% -$103K 0.12% 53
2021
Q3
$292K Sell
4,380
-1,325
-23% -$88.3K 0.19% 47
2021
Q2
$385K Sell
5,705
-35
-0.6% -$2.36K 1.19% 24
2021
Q1
$376K Buy
+5,740
New +$376K 1.17% 25