Perigon Wealth Management’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,771	Closed	-$72K	–	943
2020 Q4	$72K	Buy	+1,771	New	+$72K	0.01%	628
2020 Q1	–	Sell	-8,904	Closed	-$322K	–	333
2019 Q4	$322K	Buy	8,904 +83	+0.9%	+$3K	0.07%	185
2019 Q3	$297K	Buy	+8,821	New	+$297K	0.07%	175