Beaumont Financial Advisors, LLC Spdr S&P 400 Mid Cap Value ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.11 Billion
  • Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Spdr S&P 400 Mid Cap Value ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 3,189 shares of MDYV stock, worth $253,589. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,189
Previous 3,189 -0.0%
Holding current value
$253,589
Previous $232,000 9.05%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024
SELL
$70.34 - $76.15 $13,786 - $14,925
-196 Reduced 5.79%
3,189 $232,000
Q4 2023

Jan 31, 2024
SELL
$59.86 - $74.11 $85,240 - $105,532
-1,424 Reduced 29.61%
3,385 $248,000
Q3 2023

Nov 01, 2023
SELL
$63.95 - $71.85 $136,725 - $153,615
-2,138 Reduced 30.78%
4,809 $311,000
Q2 2023

Aug 02, 2023
SELL
$62.86 - $68.78 $205,489 - $224,841
-3,269 Reduced 32.0%
6,947 $477,000
Q1 2023

May 08, 2023
SELL
$62.53 - $74.6 $51,712 - $61,694
-827 Reduced 7.49%
10,216 $675,000
Q4 2022

Jan 25, 2023
BUY
$58.96 - $68.57 $651,095 - $757,218
11,043 New
11,043 $0

Others Institutions Holding MDYV

# of Institutions
360
Shares Held
27.4M
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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