Perigon Wealth Management, LLC Wisdomtree Floating Rate Treas Transaction History

Perigon Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	SELL	$50.21 - $50.49 $217,057 - $218,268	-4,323 Reduced 27.3%	11,515 $578,000
Q3 2023 Oct 30, 2023	BUY	$50.28 - $50.51 $424,815 - $426,758	8,449 Added 114.35%	15,838 $796,000
Q2 2023 Aug 02, 2023	BUY	$50.23 - $50.5 $101,263 - $101,808	2,016 Added 37.52%	7,389 $371,000
Q1 2023 May 03, 2023	BUY	$50.21 - $50.41 $3,765 - $3,780	75 Added 1.42%	5,373 $270,000
Q4 2022 May 01, 2023	BUY	$50.2 - $50.39 $265,959 - $266,966	5,298 New	5,298 $266,000
Q3 2022 Dec 13, 2022	BUY	$50.24 - $50.38 $209,299 - $209,883	4,166 New	4,166 $209,000
Q3 2011 Nov 14, 2022	BUY	N/A	4,166	4,166 $209,000

527

228M

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