Perigon Wealth Management’s BlackRock Core Bond Trust BHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,200
| Closed | -$36K | – | 538 |
|
|
2020
Q4 | $36K | Buy |
+2,200
| New | +$36K | ﹤0.01% | 839 |
|
|
2018
Q2 | – | Sell |
-2,900
| Closed | -$38K | – | 278 |
|
|
2018
Q1 | $38K | Hold |
2,900
| – | – | 0.01% | 344 |
|
|
2017
Q4 | $41K | Buy |
2,900
+1,200
| +71% | +$17K | 0.02% | 311 |
|
|
2017
Q3 | $24K | Buy |
+1,700
| New | +$24K | 0.01% | 425 |
|