Orgel Wealth Management’s SPDR MSCI EAFE StrategicFactors ETF QEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
3,915
-395
| -9% | -$33.7K | 0.01% | 71 |
|
|
2025
Q1 | $340K | Hold |
4,310
| – | – | 0.01% | 67 |
|
|
2024
Q4 | $313K | Hold |
4,310
| – | – | 0.01% | 74 |
|
|
2024
Q3 | $347K | Hold |
4,310
| – | – | 0.01% | 66 |
|
|
2024
Q2 | $322K | Buy |
4,310
+395
| +10% | +$29.5K | 0.01% | 64 |
|
|
2024
Q1 | $298K | Hold |
3,915
| – | – | 0.01% | 66 |
|
|
2023
Q4 | $286K | Sell |
3,915
-384
| -9% | -$28.1K | 0.01% | 71 |
|
|
2023
Q3 | $288K | Sell |
4,299
-7,025
| -62% | -$471K | 0.01% | 69 |
|
|
2023
Q2 | $792K | Sell |
11,324
-231,319
| -95% | -$16.2M | 0.03% | 46 |
|
|
2023
Q1 | $16.8M | Buy |
242,643
+64
| +0% | +$4.44K | 0.6% | 26 |
|
|
2022
Q4 | $15.5M | Buy |
242,579
+49,411
| +26% | +$3.17M | 0.6% | 25 |
|
|
2022
Q3 | $10.8M | Buy |
193,168
+167,336
| +648% | +$9.34M | 0.53% | 25 |
|
|
2022
Q2 | $1.6M | Buy |
+25,832
| New | +$1.6M | 0.09% | 27 |
|