Perigon Wealth Management’s Barclays BCS Stock Holding History

Perigon Wealth Management’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$167K	Sell
2024 Q4	$165K	Buy
2022 Q2	–	Sell
2022 Q1	$331K	Buy
2021 Q1	–	Sell
2020 Q4	$29K	Buy
2017 Q1	–	Sell
2016 Q4	$21K	Sell
2016 Q3	$17K	Buy
2016 Q2	$1K	Hold
2016 Q1	$1K	Buy