MGIA
PRFT
Moneta Group Investment Advisors’s Perficient Inc PRFT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-9,448
| Closed | -$532K | – | 637 |
|
2024
Q1 | $532K | Hold |
9,448
| – | – | 0.01% | 366 |
|
2023
Q4 | $622K | Hold |
9,448
| – | – | 0.01% | 302 |
|
2023
Q3 | $547K | Sell |
9,448
-1,338
| -12% | -$77.4K | 0.01% | 298 |
|
2023
Q2 | $899K | Sell |
10,786
-55
| -0.5% | -$4.58K | 0.02% | 237 |
|
2023
Q1 | $783K | Buy |
10,841
+799
| +8% | +$57.7K | 0.02% | 247 |
|
2022
Q4 | $745K | Sell |
10,042
-616
| -6% | -$45.7K | 0.02% | 240 |
|
2022
Q3 | $693K | Buy |
10,658
+1,017
| +11% | +$66.1K | 0.03% | 226 |
|
2022
Q2 | $884K | Sell |
9,641
-859
| -8% | -$78.8K | 0.03% | 219 |
|
2022
Q1 | $1.16M | Sell |
10,500
-4
| -0% | -$440 | 0.05% | 183 |
|
2021
Q4 | $1.36M | Buy |
10,504
+3
| +0% | +$388 | 0.06% | 168 |
|
2021
Q3 | $1.22M | Sell |
10,501
-1,499
| -12% | -$173K | 0.06% | 170 |
|
2021
Q2 | $965K | Sell |
12,000
-994
| -8% | -$79.9K | 0.04% | 200 |
|
2021
Q1 | $763K | Sell |
12,994
-4,005
| -24% | -$235K | 0.04% | 203 |
|
2020
Q4 | $810K | Sell |
16,999
-11
| -0.1% | -$524 | 0.06% | 158 |
|
2020
Q3 | $727K | Buy |
17,010
+17
| +0.1% | +$727 | 0.06% | 143 |
|
2020
Q2 | $608K | Buy |
+16,993
| New | +$608K | 0.06% | 141 |
|
2019
Q1 | – | Sell |
-729,874
| Closed | -$16.2M | – | 266 |
|
2018
Q4 | $16.2M | Buy |
+729,874
| New | +$16.2M | 1.94% | 12 |
|
2016
Q1 | – | Sell |
-30,389
| Closed | -$523K | – | 172 |
|
2015
Q4 | $523K | Buy |
30,389
+114
| +0.4% | +$1.96K | 0.13% | 75 |
|
2015
Q3 | $466K | Buy |
30,275
+95
| +0.3% | +$1.46K | 0.13% | 76 |
|
2015
Q2 | $580K | Buy |
+30,180
| New | +$580K | 0.18% | 67 |
|