AE Wealth Management’s Perion Network PERI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,742
| Closed | -$483K | – | 2039 |
|
|
2023
Q2 | $483K | Buy |
15,742
+7,950
| +102% | +$244K | ﹤0.01% | 1407 |
|
|
2023
Q1 | $308K | Buy |
+7,792
| New | +$308K | ﹤0.01% | 1539 |
|
|
2022
Q2 | – | Sell |
-26,307
| Closed | -$592K | – | 1796 |
|
|
2022
Q1 | $592K | Sell |
26,307
-2,895
| -10% | -$65.1K | ﹤0.01% | 1143 |
|
|
2021
Q4 | $702K | Buy |
+29,202
| New | +$702K | ﹤0.01% | 1107 |
|