Creative Planning’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 |
-24,496
| Closed | -$551K | – | 3059 |
|
|
2024
Q1 | $551K | Buy |
24,496
+4,225
| +21% | +$95K | ﹤0.01% | 1785 |
|
|
2023
Q4 | $626K | Buy |
20,271
+9,729
| +92% | +$300K | ﹤0.01% | 1535 |
|
|
2023
Q3 | $323K | Buy |
+10,542
| New | +$323K | ﹤0.01% | 1870 |
|
|
2020
Q4 | – | Sell |
-22,240
| Closed | -$155K | – | 2165 |
|
|
2020
Q3 | $155K | Hold |
22,240
| – | – | ﹤0.01% | 1716 |
|
|
2020
Q2 | $116K | Buy |
22,240
+7,245
| +48% | +$37.8K | ﹤0.01% | 1613 |
|
|
2020
Q1 | $73K | Buy |
+14,995
| New | +$73K | ﹤0.01% | 1560 |
|
|
2016
Q3 | – | Sell |
-453
| Closed | -$2K | – | 4470 |
|
|
2016
Q2 | $2K | Buy |
+453
| New | +$2K | ﹤0.01% | 3933 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$4K | – | 3425 |
|
|
2013
Q3 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 2805 |
|