Juncture Wealth Strategies, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Juncture Wealth Strategies, LLC

  • $232 Million
  • Q1 2024

A detailed history of Juncture Wealth Strategies, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 22,803 shares of MDYV stock, worth $1.64 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
22,803
Previous 22,839 0.16%
Holding current value
$1.64 Million
Previous $1.68 Million 3.46%
% of portfolio
0.75%
Previous 0.76%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024
SELL
$70.29 - $76.0 $2,530 - $2,736
-36 Reduced 0.16%
22,803 $1.73 Million
Q4 2023

Jan 08, 2024
SELL
$59.86 - $74.11 $29,032 - $35,943
-485 Reduced 2.08%
22,839 $1.68 Million
Q3 2023

Oct 10, 2023
SELL
$63.95 - $71.85 $110,441 - $124,084
-1,727 Reduced 6.89%
23,324 $1.51 Million
Q2 2023

Jul 11, 2023
SELL
$62.86 - $68.78 $880 - $962
-14 Reduced 0.06%
25,051 $1.72 Million
Q1 2023

May 05, 2023
SELL
$62.53 - $74.6 $151,572 - $180,830
-2,424 Reduced 8.82%
25,065 $1.66 Million
Q4 2022

Jan 18, 2023
SELL
$63.27 - $68.57 $48,338 - $52,387
-764 Reduced 2.7%
27,489 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-15,813 Reduced 35.88%
28,253 $1.63 Million
Q2 2022

Jul 14, 2022
SELL
N/A
-548 Reduced 1.23%
44,066 $2.67 Million
Q1 2022

Jul 14, 2022
BUY
N/A
1,338 Added 3.09%
44,614 $3.14 Million
Q4 2021

Jan 19, 2022
BUY
N/A
1,104 Added 2.62%
43,276 $3.08 Million
Q3 2021

Oct 15, 2021
BUY
N/A
6,634 Added 18.67%
42,172 $2.79 Million
Q2 2021

Aug 13, 2021
BUY
N/A
4,453 Added 14.33%
35,538 $2.43 Million
Q1 2021

Apr 15, 2021
BUY
N/A
1,010 Added 3.36%
31,085 $2.04 Million
Q4 2020

Jan 25, 2021
BUY
N/A
1,699 Added 5.99%
30,075 $1.67 Million
Q3 2020

Oct 15, 2020
BUY
N/A
9,691 Added 51.87%
28,376 $1.23 Million
Q2 2020

Jul 28, 2020
BUY
N/A
18,685 New
18,685 $797,000
Q1 2020

Apr 21, 2020
SELL
N/A
-52,123 Closed
0 $0
Q4 2019

Feb 03, 2020
BUY
N/A
3,667 Added 7.57%
52,123 $2.86 Million
Q3 2019

Oct 10, 2019
BUY
N/A
13,086 Added 37.0%
48,456 $2.49 Million
Q2 2019

Jul 16, 2019
BUY
N/A
35,370 New
35,370 $1.82 Million

Others Institutions Holding MDYV

# of Institutions
362
Shares Held
26.7M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 400 MID CAP VALUE ETF

MDYV Quotes by TradingView
  • Ticker MDYV
  • Sector ETFs
  • Industry ETFs
More about MDYV
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