Perigon 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 | $4.54M | Sell |
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|
2025
Q2 | $4.59M | Sell |
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|
2025
Q1 | $4.44M | Buy |
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|
2024
Q4 | $4.37M | Sell |
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|
2024
Q3 | $4.24M | Buy |
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|
2024
Q2 | $3.65M | Sell |
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|
2024
Q1 | $3.84M | Sell |
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|
2023
Q4 | $3.83M | Buy |
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|
2023
Q3 | $2.96M | Buy |
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|
2023
Q2 | $2.94M | Buy |
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|
2023
Q1 | $2.06M | Buy |
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|
2022
Q4 | $1.83M | Buy |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.5M | Buy |
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|
2022
Q1 | $1.6M | Buy |
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.37M | Sell |
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|
2021
Q2 | $1.45M | Sell |
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|
2021
Q1 | $1.45M | Buy |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $861K | Buy |
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|
2020
Q2 | $767K | Buy |
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|
2020
Q1 | $619K | Buy |
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|
2019
Q4 | $748K | Buy |
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|
2019
Q3 | $244K | Sell |
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|
2019
Q2 | $284K | Buy |
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|
2019
Q1 | $279K | Buy |
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|
2018
Q4 | $249K | Buy |
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|
2018
Q3 | $254K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $36K | Hold |
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|
2017
Q4 | $36K | Hold |
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|
2017
Q3 | $34K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $33K | Hold |
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|
2016
Q4 | $33K | Hold |
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|
2016
Q3 | $30K | Buy |
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