Perigon Wealth Management, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Perigon Wealth Management, LLC

  • $3.27 Billion
  • Q1 2024

A detailed history of Perigon Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Municipa stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 6,424 shares of TFI stock, worth $294,347. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,424
Previous 5,529 16.19%
Holding current value
$294,347
Previous $259,000 15.06%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 29, 2024
BUY
$46.43 - $47.07 $41,554 - $42,127
895 Added 16.19%
6,424 $298,000
Q4 2023

Jan 29, 2024
SELL
$43.05 - $47.12 $23,074 - $25,256
-536 Reduced 8.84%
5,529 $259,000
Q3 2023

Oct 30, 2023
SELL
$43.67 - $46.49 $191,056 - $203,393
-4,375 Reduced 41.91%
6,065 $265,000
Q2 2023

Aug 02, 2023
BUY
$45.36 - $47.24 $265,492 - $276,495
5,853 Added 127.6%
10,440 $481,000
Q1 2023

May 03, 2023
BUY
$45.4 - $47.21 $208,249 - $216,552
4,587 New
4,587 $214,000
Q1 2022

May 16, 2022
SELL
N/A
-4,243 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
N/A
239 Added 5.97%
4,243 $219,000
Q3 2021

Nov 01, 2021
BUY
N/A
4,004 New
4,004 $206,000
Q3 2021

Oct 25, 2021
SELL
N/A
-3,905 Closed
0 $0
Q2 2021

Jul 19, 2021
BUY
N/A
3,905 New
3,905 $203,000
Q1 2021

May 17, 2021
SELL
N/A
-1,015 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
N/A
1,015 New
1,015 $53,000
Q3 2020

Nov 03, 2020
SELL
N/A
-5,167 Closed
0 $0
Q2 2020

Jul 29, 2020
SELL
N/A
-548 Reduced 9.59%
5,167 $267,000
Q1 2020

Apr 17, 2020
BUY
N/A
5,715 New
5,715 $291,000
Q2 2018

Aug 07, 2018
SELL
N/A
-11 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
11 New
11 $1,000

Others Institutions Holding TFI

# of Institutions
314
Shares Held
69M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR NUVEEN BLOOMBERG MUNICIPA

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