Perigon Wealth Management’s Asana ASAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,326
| Closed | -$323K | – | 602 |
|
|
2021
Q4 | $323K | Buy |
4,326
+32
| +0.7% | +$2.39K | 0.02% | 431 |
|
|
2021
Q3 | $446K | Buy |
4,294
+156
| +4% | +$16.2K | 0.04% | 327 |
|
|
2021
Q2 | $257K | Buy |
+4,138
| New | +$257K | 0.02% | 441 |
|
|
2021
Q1 | – | Sell |
-4,000
| Closed | -$118K | – | 517 |
|
|
2020
Q4 | $118K | Buy |
+4,000
| New | +$118K | 0.01% | 506 |
|