Baker Tilly Wealth Management’s Perimeter Solutions PRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-14,085
Closed -$86.6K 531
2023
Q2
$86.6K Buy
14,085
+123
+0.9% +$756 0.01% 535
2023
Q1
$113K Sell
13,962
-691
-5% -$5.58K 0.01% 531
2022
Q4
$134K Buy
+14,653
New +$134K 0.02% 517