World Investment 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-4,268
| Closed | -$324K | – | 629 |
|
2024
Q1 | $324K | Buy |
+4,268
| New | +$324K | 0.05% | 294 |
|
2021
Q3 | – | Sell |
-4,243
| Closed | -$286K | – | 260 |
|
2021
Q2 | $286K | Buy |
+4,243
| New | +$286K | 0.07% | 196 |
|
2021
Q1 | – | Sell |
-186,439
| Closed | -$11.4M | – | 235 |
|
2020
Q4 | $11.4M | Buy |
+186,439
| New | +$11.4M | 2.89% | 7 |
|
2019
Q4 | – | Sell |
-178,858
| Closed | -$9.18M | – | 174 |
|
2019
Q3 | $9.18M | Buy |
+178,858
| New | +$9.18M | 3.93% | 6 |
|