Perigon Wealth Management’s ArrowMark Financial BANX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,100
| Closed | -$21K | – | 526 |
|
|
2020
Q4 | $21K | Buy |
+1,100
| New | +$21K | ﹤0.01% | 1009 |
|
|
2018
Q2 | – | Sell |
-1,727
| Closed | -$38K | – | 265 |
|
|
2018
Q1 | $38K | Hold |
1,727
| – | – | 0.01% | 343 |
|
|
2017
Q4 | $35K | Hold |
1,727
| – | – | 0.01% | 334 |
|
|
2017
Q3 | $36K | Buy |
+1,727
| New | +$36K | 0.01% | 376 |
|