Orin Green Financial’s SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Sell |
5,841
-51
| -0.9% | -$4.05K | 0.2% | 58 |
|
|
2025
Q1 | $413K | Buy |
+5,892
| New | +$413K | 0.19% | 57 |
|
|
2024
Q4 | – | Sell |
-6,443
| Closed | -$512K | – | 53 |
|
|
2024
Q3 | $512K | Hold |
6,443
| – | – | 0.22% | 52 |
|
|
2024
Q2 | $470K | Buy |
+6,443
| New | +$470K | 0.22% | 52 |
|
|
2024
Q1 | – | Sell |
-6,621
| Closed | -$486K | – | 48 |
|
|
2023
Q4 | $486K | Sell |
6,621
-879
| -12% | -$64.5K | 0.24% | 49 |
|
|
2023
Q3 | $486K | Sell |
7,500
-17
| -0.2% | -$1.1K | 0.27% | 44 |
|
|
2023
Q2 | $517K | Sell |
7,517
-165
| -2% | -$11.3K | 0.27% | 44 |
|
|
2023
Q1 | $508K | Sell |
7,682
-46
| -0.6% | -$3.04K | 0.27% | 45 |
|
|
2022
Q4 | $500K | Sell |
7,728
-287
| -4% | -$18.6K | 0.29% | 43 |
|
|
2022
Q3 | $462K | Hold |
8,015
| – | – | 0.3% | 44 |
|
|
2022
Q2 | $486K | Sell |
8,015
-348
| -4% | -$21.1K | 0.3% | 45 |
|
|
2022
Q1 | $589K | Hold |
8,363
| – | – | 0.38% | 41 |
|
|
2021
Q4 | $579K | Buy |
8,363
+202
| +2% | +$14K | 0.42% | 38 |
|
|
2021
Q3 | $541K | Sell |
8,161
-244
| -3% | -$16.2K | 0.38% | 43 |
|
|
2021
Q2 | $568K | Sell |
8,405
-448
| -5% | -$30.3K | 0.4% | 42 |
|
|
2021
Q1 | $579K | Sell |
8,853
-874
| -9% | -$57.2K | 0.47% | 36 |
|
|
2020
Q4 | $540K | Buy |
+9,727
| New | +$540K | 0.43% | 38 |
|