ORBA Wealth Advisors’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $956K | Sell |
1,688
-770
| -31% | -$436K | 0.87% | 32 |
|
|
2025
Q1 | $1.31M | Sell |
2,458
-60
| -2% | -$32K | 0.66% | 37 |
|
|
2024
Q4 | $1.43M | Sell |
2,518
-60
| -2% | -$34.2K | 0.75% | 36 |
|
|
2024
Q3 | $1.47M | Sell |
2,578
-80
| -3% | -$45.6K | 0.74% | 35 |
|
|
2024
Q2 | $1.42M | Sell |
2,658
-100
| -4% | -$53.5K | 0.74% | 34 |
|
|
2024
Q1 | $1.53M | Sell |
2,758
-154
| -5% | -$85.7K | 0.85% | 31 |
|
|
2023
Q4 | $1.48M | Buy |
+2,912
| New | +$1.48M | 0.89% | 31 |
|