Perigon Wealth Management’s Affirm AFRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-5,548
Closed -$257K 567
2022
Q1
$257K Sell
5,548
-732
-12% -$33.9K 0.02% 515
2021
Q4
$632K Buy
+6,280
New +$632K 0.05% 290