Congress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,263
| Closed | -$366K | – | 733 |
|
|
2024
Q1 | $366K | Sell |
16,263
-140,101
| -90% | -$3.15M | 0.01% | 482 |
|
|
2023
Q4 | $4.83M | Sell |
156,364
-19,664
| -11% | -$607K | 0.09% | 228 |
|
|
2023
Q3 | $5.39M | Sell |
176,028
-33,406
| -16% | -$1.02M | 0.11% | 207 |
|
|
2023
Q2 | $6.42M | Buy |
209,434
+17,909
| +9% | +$549K | 0.15% | 165 |
|
|
2023
Q1 | $7.58M | Buy |
191,525
+133,324
| +229% | +$5.28M | 0.18% | 151 |
|
|
2022
Q4 | $1.47M | Buy |
58,201
+4,475
| +8% | +$113K | 0.04% | 294 |
|
|
2022
Q3 | $1.04M | Buy |
+53,726
| New | +$1.04M | 0.03% | 331 |
|