Orgel Wealth Management’s SPDR S&P MidCap 400 ETF Trust MDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $975K | Buy |
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|
2025
Q2 | $926K | Hold |
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|
2025
Q1 | $872K | Sell |
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|
2024
Q4 | $932K | Buy |
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|
2024
Q3 | $915K | Buy |
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|
2024
Q2 | $678K | Buy |
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|
2024
Q1 | $670K | Sell |
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|
2023
Q4 | $635K | Buy |
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|
2023
Q3 | $569K | Sell |
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|
2023
Q2 | $666K | Sell |
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|
2023
Q1 | $680K | Sell |
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|
2022
Q4 | $658K | Sell |
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|
2022
Q3 | $654K | Buy |
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|
2022
Q2 | $668K | Hold |
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|
2022
Q1 | $792K | Hold |
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|
2021
Q4 | $836K | Sell |
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|
2021
Q3 | $780K | Hold |
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|
2021
Q2 | $797K | Hold |
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|
2021
Q1 | $773K | Hold |
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|
2020
Q4 | $682K | Hold |
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|
2020
Q3 | $550K | Hold |
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|
2020
Q2 | $527K | Hold |
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|
2020
Q1 | $427K | Hold |
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|
2019
Q4 | $609K | Hold |
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|
2019
Q3 | $572K | Buy |
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|
2019
Q2 | $558K | Sell |
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|
2019
Q1 | $651K | Hold |
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|
2018
Q4 | $570K | Hold |
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|
2018
Q3 | $692K | Hold |
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|
2018
Q2 | $669K | Sell |
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|
2018
Q1 | $770K | Hold |
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|
2017
Q4 | $779K | Buy |
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|
2017
Q3 | $615K | Buy |
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