Peak Financial Advisors’s Perrigo PRGO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-57,692
| Closed | -$1.96M | – | 70 |
|
2023
Q2 | $1.96M | Buy |
57,692
+3,077
| +6% | +$104K | 1.54% | 27 |
|
2023
Q1 | $1.96M | Buy |
54,615
+4,971
| +10% | +$178K | 1.65% | 18 |
|
2022
Q4 | $1.69M | Buy |
49,644
+5,430
| +12% | +$185K | 1.54% | 21 |
|
2022
Q3 | $1.58M | Buy |
+44,214
| New | +$1.58M | 1.94% | 20 |
|