CW
PRFT

CreativeOne Wealth’s Perficient Inc PRFT Stock Holding History

CreativeOne Wealth’s Portfolio PRFT Stock Details PRFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,358
Closed -$216K – 781
2022
Q2 		$216K Sell
2,358
-338
-13% -$31K 0.01% 658
2022
Q1 		$297K Sell
2,696
-4,130
-61% -$455K 0.02% 580
2021
Q4 		$883K Buy
6,826
+707
+12% +$91.5K 0.04% 314
2021
Q3 		$708K Buy
+6,119
New +$708K 0.04% 317