Perigon Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Perigon Wealth Management, LLC

  • $3.42 Billion
  • Q2 2024

A detailed history of Perigon Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 37,136 shares of SPSM stock, worth $1.69 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
37,136
Holding current value
$1.69 Million
% of portfolio
0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$39.75 - $43.15 $1.48 Million - $1.6 Million
37,136 New
37,136 $1.54 Million
Q1 2021

May 17, 2021
SELL
$35.43 - $44.75 $111,887 - $141,320
-3,158 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$27.77 - $35.98 $87,697 - $113,624
3,158 New
3,158 $113,000
Q1 2020

Apr 17, 2020
SELL
$18.96 - $33.37 $164,307 - $289,184
-8,666 Closed
0 $0
Q4 2019

Jan 13, 2020
SELL
$28.98 - $32.81 $463 - $524
-16 Reduced 0.18%
8,666 $282,000
Q3 2019

Oct 25, 2019
BUY
$29.9 - $31.15 $259,591 - $270,444
8,682 New
8,682 $261,000

Others Institutions Holding SPSM

# of Institutions
844
Shares Held
191M
Call Options Held
62.3K
Put Options Held
1.4K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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