Carson Wealth (CWM LLC)’s Perficient Inc PRFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-628
| Closed | -$47K | – | 5276 |
|
|
2024
Q3 | $47K | Buy |
628
+51
| +9% | +$3.82K | ﹤0.01% | 2745 |
|
|
2024
Q2 | $43K | Buy |
577
+233
| +68% | +$17.4K | ﹤0.01% | 2589 |
|
|
2024
Q1 | $19K | Buy |
344
+183
| +114% | +$10.1K | ﹤0.01% | 2954 |
|
|
2023
Q4 | $11K | Sell |
161
-228
| -59% | -$15.6K | ﹤0.01% | 3155 |
|
|
2023
Q3 | $23K | Buy |
389
+70
| +22% | +$4.14K | ﹤0.01% | 2616 |
|
|
2023
Q2 | $27K | Buy |
319
+34
| +12% | +$2.88K | ﹤0.01% | 2441 |
|
|
2023
Q1 | $21K | Sell |
285
-54
| -16% | -$3.98K | ﹤0.01% | 2489 |
|
|
2022
Q4 | $24K | Buy |
339
+51
| +18% | +$3.61K | ﹤0.01% | 2251 |
|
|
2022
Q3 | $19K | Buy |
288
+169
| +142% | +$11.1K | ﹤0.01% | 2271 |
|
|
2022
Q2 | $11K | Sell |
119
-146
| -55% | -$13.5K | ﹤0.01% | 2543 |
|
|
2022
Q1 | $29K | Buy |
265
+237
| +846% | +$25.9K | ﹤0.01% | 1862 |
|
|
2021
Q4 | $4K | Buy |
+28
| New | +$4K | ﹤0.01% | 2899 |
|