Perigon Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Int Transaction History

Perigon Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 30, 2023	SELL	$27.44 - $28.48 $2,442 - $2,534	-89 Reduced 0.82%	10,716 $295,000
Q2 2023 Aug 02, 2023	SELL	$28.28 - $29.26 $305,706 - $316,300	-10,810 Reduced 50.01%	10,805 $305,000
Q1 2023 May 03, 2023	BUY	$27.87 - $29.16 $221,482 - $231,734	7,947 Added 58.14%	21,615 $625,000
Q4 2022 May 01, 2023	BUY	$27.57 - $28.82 $376,826 - $393,911	13,668 New	13,668 $385,000

344

205M

800

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Perigon Wealth Management, LLC with notifications on news.