Perigon Wealth Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Perigon Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	SELL	$23.75 - $23.91 $3.51 Million - $3.53 Million	-147,832 Reduced 88.09%	19,989 $476,000
Q3 2023 Oct 30, 2023	SELL	$23.72 - $23.85 $1.09 Million - $1.1 Million	-46,101 Reduced 21.55%	167,821 $4 Million
Q2 2023 Aug 02, 2023	SELL	$23.77 - $24.01 $1.82 Million - $1.84 Million	-76,502 Reduced 26.34%	213,922 $5.09 Million
Q1 2023 May 03, 2023	BUY	$23.67 - $24.08 $109,592 - $111,490	4,630 Added 1.62%	290,424 $6.97 Million
Q4 2022 May 01, 2023	BUY	$23.73 - $23.95 $6.78 Million - $6.84 Million	285,794 New	285,794 $6.82 Million

297

92M

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