Perigon Wealth Management, LLC Ishares Tr Transaction History

Perigon Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	SELL	$55.12 - $59.38 $74,742 - $80,519	-1,356 Reduced 21.23%	5,031 $290,000
Q4 2023 Jan 29, 2024	BUY	$47.45 - $59.42 $11,577 - $14,498	244 Added 3.97%	6,387 $375,000
Q3 2023 Oct 30, 2023	SELL	$49.48 - $57.6 $12,073 - $14,054	-244 Reduced 3.82%	6,143 $308,000
Q2 2023 Aug 02, 2023	BUY	$51.82 - $55.73 $12,644 - $13,598	244 Added 3.97%	6,387 $354,000
Q4 2022 May 01, 2023	BUY	$50.15 - $58.03 $308,071 - $356,478	6,143 New	6,143 $336,000
Q1 2021 May 17, 2021	SELL	$51.49 - $58.47 $95,256 - $108,169	-1,850 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$49.12 - $55.49 $90,872 - $102,656	1,850 New	1,850 $100,000

378

22M

31.4K

3.9K

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