Orin Green Financial’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-3,938
| Closed | -$257K | – | 72 |
|
2022
Q4 | $257K | Hold |
3,938
| – | – | 0.15% | 56 |
|
2022
Q3 | $238K | Sell |
3,938
-32
| -0.8% | -$1.93K | 0.15% | 56 |
|
2022
Q2 | $244K | Buy |
3,970
+105
| +3% | +$6.45K | 0.15% | 57 |
|
2022
Q1 | $287K | Hold |
3,865
| – | – | 0.19% | 54 |
|
2021
Q4 | $289K | Hold |
3,865
| – | – | 0.21% | 47 |
|
2021
Q3 | $292K | Hold |
3,865
| – | – | 0.2% | 54 |
|
2021
Q2 | $300K | Hold |
3,865
| – | – | 0.21% | 53 |
|
2021
Q1 | $290K | Sell |
3,865
-425
| -10% | -$31.9K | 0.24% | 50 |
|
2020
Q4 | $297K | Buy |
+4,290
| New | +$297K | 0.24% | 50 |
|