Perigon Wealth Management’s State Street SPDR S&P 400 Mid Cap Value ETF MDYV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-64
Closed -$3K 609
2017
Q1
$3K Sell
64
-28
-30% -$1.35K ﹤0.01% 587
2016
Q4
$4K Buy
+92
New +$4.13K ﹤0.01% 661

Other funds holding MDYV

Perigon Wealth Management's MDYV Position: Q2 2017 in Review

Perigon Wealth Management sold out of State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) in Q2 2017, closing a stake of 64 shares — an estimated $3K sold.

Perigon Wealth Management first reported a position in MDYV in Q4 2016 and held it in 2 quarters. The position peaked at $4K in Q4 2016. 77 funds tracked by Wall St. Rank hold MDYV as of Q2 2017.

  • Perigon Wealth Management reported no remaining State Street SPDR S&P 400 Mid Cap Value ETF position as of Q2 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 64 State Street SPDR S&P 400 Mid Cap Value ETF shares in Q2 2017, an estimated $3K.
  • Perigon Wealth Management first reported a position in State Street SPDR S&P 400 Mid Cap Value ETF in Q4 2016 and held it in 2 quarters.
  • Perigon Wealth Management's State Street SPDR S&P 400 Mid Cap Value ETF position peaked at $4K in Q4 2016.
  • 77 funds tracked by Wall St. Rank held State Street SPDR S&P 400 Mid Cap Value ETF as of Q2 2017.

Based on Perigon Wealth Management's 13F filing for Q2 2017, filed 12 Sep 2017.