Perigon Wealth Management’s Global X Aging Population ETF AGNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,124
| Closed | -$214K | – | 688 |
|
|
2022
Q3 | $214K | Hold |
9,124
| – | – | 0.02% | 523 |
|
|
2022
Q2 | $231K | Hold |
9,124
| – | – | 0.02% | 499 |
|
|
2022
Q1 | $261K | Buy |
9,124
+609
| +7% | +$17.4K | 0.02% | 509 |
|
|
2021
Q4 | $245K | Sell |
8,515
-52
| -0.6% | -$1.5K | 0.02% | 503 |
|
|
2021
Q3 | $250K | Buy |
8,567
+90
| +1% | +$2.63K | 0.02% | 452 |
|
|
2021
Q2 | $259K | Buy |
+8,477
| New | +$259K | 0.02% | 437 |
|