PWM
ALEX

Perigon Wealth Management’s Alexander & Baldwin ALEX Stock Holding History

Perigon Wealth Management’s Portfolio ALEX Stock Details ALEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-16,900
Closed -$356K – 317
2019
Q4 		$356K Hold
16,900
– – 0.07% 174
2019
Q3 		$407K Hold
16,900
– – 0.1% 140
2019
Q2 		$390K Buy
+16,900
New +$390K 0.09% 147