Pathstone Family Office’s Perficient Inc PRFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,788
| Closed | -$622K | – | 1688 |
|
|
2023
Q2 | $622K | Buy |
6,788
+356
| +6% | +$32.6K | 0.01% | 657 |
|
|
2023
Q1 | $496K | Sell |
6,432
-17,418
| -73% | -$1.34M | 0.01% | 700 |
|
|
2022
Q4 | $1.43M | Buy |
23,850
+6,350
| +36% | +$380K | 0.01% | 614 |
|
|
2022
Q3 | $1.14M | Buy |
17,500
+9,695
| +124% | +$630K | 0.01% | 668 |
|
|
2022
Q2 | $716K | Sell |
7,805
-348
| -4% | -$31.9K | 0.02% | 439 |
|
|
2022
Q1 | $897K | Buy |
8,153
+394
| +5% | +$43.3K | 0.02% | 355 |
|
|
2021
Q4 | $1M | Sell |
7,759
-3,236
| -29% | -$418K | 0.03% | 338 |
|
|
2021
Q3 | $1.27M | Buy |
10,995
+601
| +6% | +$69.5K | 0.04% | 234 |
|
|
2021
Q2 | $836K | Buy |
10,394
+2,520
| +32% | +$203K | 0.03% | 319 |
|
|
2021
Q1 | $462K | Buy |
7,874
+7,858
| +49,113% | +$461K | 0.02% | 355 |
|
|
2020
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1098 |
|
|
2020
Q3 | $1K | Sell |
16
-16
| -50% | -$1K | ﹤0.01% | 772 |
|
|
2020
Q2 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 651 |
|