Foresight Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Foresight Wealth Management, LLC

$6.98 Billion
Q4 2022

A detailed history of Foresight Wealth Management, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Foresight Wealth Management, LLC holds 5,925 shares of MDYV stock, worth $469,734. This represents 5.49% of its overall portfolio holdings.

Number of Shares

5,925

Previous 54,586 89.15%

Holding current value

$469,734

Previous $3.16 Million 12050.79%

% of portfolio

5.49%

Previous 0.72%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	SELL	$58.96 - $68.57 $2.87 Million - $3.34 Million	-48,661 Reduced 89.15%	5,925 $383 Million
Q3 2022 Nov 04, 2022	SELL	$57.82 - $69.04 $125,469 - $149,816	-2,170 Reduced 3.82%	54,586 $3.16 Million
Q2 2022 Jul 29, 2022	SELL	$58.95 - $70.77 $12,025 - $14,437	-204 Reduced 0.36%	56,756 $3.43 Million
Q1 2022 May 04, 2022	SELL	$65.94 - $72.42 $49,718 - $54,604	-754 Reduced 1.31%	56,960 $4.01 Million
Q4 2021 Feb 04, 2022	SELL	$66.5 - $72.84 $3,790 - $4,151	-57 Reduced 0.1%	57,714 $4.1 Million
Q3 2021 Oct 21, 2021	BUY	$64.04 - $69.55 $181,041 - $196,617	2,827 Added 5.15%	57,771 $3.83 Million
Q2 2021 Jul 19, 2021	SELL	$66.04 - $70.76 $65,049 - $69,698	-985 Reduced 1.76%	54,944 $3.71 Million
Q1 2021 May 04, 2021	SELL	$54.52 - $67.74 $52,175 - $64,827	-957 Reduced 1.68%	55,929 $3.66 Million
Q4 2020 Feb 04, 2021	BUY	$43.9 - $55.67 $270,336 - $342,815	6,158 Added 12.14%	56,886 $3.16 Million
Q3 2020 Oct 19, 2020	BUY	$41.0 - $46.73 $177,161 - $201,920	4,321 Added 9.31%	50,728 $2.2 Million
Q2 2020 Jul 15, 2020	SELL	$32.45 - $48.54 $476,138 - $712,227	-14,673 Reduced 24.02%	46,407 $1.98 Million
Q1 2020 Apr 15, 2020	SELL	$29.7 - $55.41 $369,765 - $689,854	-12,450 Reduced 16.93%	61,080 $2.15 Million
Q4 2019 Jan 15, 2020	BUY	$48.98 - $55.16 $132,539 - $149,262	2,706 Added 3.82%	73,530 $4.03 Million
Q3 2019 Oct 25, 2019	BUY	$50.75 - $52.31 $12,535 - $12,920	247 Added 0.35%	70,824 $3.64 Million
Q2 2019 Jul 25, 2019	BUY	N/A	2,280 Added 3.34%	70,577 $3.63 Million
Q1 2019 May 07, 2019	BUY	N/A	7,826 Added 12.94%	68,297 $3.44 Million
Q4 2018 Feb 08, 2019	BUY	N/A	60,471 New	60,471 $2.68 Million

Others Institutions Holding MDYV

# of Institutions

361

Shares Held

27.1M

Call Options Held

Put Options Held

View Full List

About SPDR S&P 400 MID CAP VALUE ETF

Ticker MDYV
Sector ETFs
Industry ETFs

More about MDYV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Foresight Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foresight Wealth Management, LLC with notifications on news.

Account

Foresight Wealth Management, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History