Perigon Wealth Management’s Baidu BIDU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-2,186
Closed -$325K 571
2022
Q2
$325K Sell
2,186
-335
-13% -$49.8K 0.03% 414
2022
Q1
$334K Sell
2,521
-5
-0.2% -$662 0.02% 433
2021
Q4
$376K Sell
2,526
-271
-10% -$40.3K 0.03% 402
2021
Q3
$430K Buy
2,797
+515
+23% +$79.2K 0.04% 334
2021
Q2
$465K Buy
2,282
+9
+0.4% +$1.83K 0.04% 320
2021
Q1
$494K Buy
2,273
+279
+14% +$60.6K 0.05% 292
2020
Q4
$431K Buy
1,994
+227
+13% +$49.1K 0.05% 271
2020
Q3
$224K Buy
+1,767
New +$224K 0.03% 346
2019
Q4
Sell
-2,050
Closed -$220K 267
2019
Q3
$220K Buy
+2,050
New +$220K 0.05% 218
2018
Q4
Sell
-1,244
Closed -$284K 233
2018
Q3
$284K Buy
1,244
+187
+18% +$42.7K 0.07% 182
2018
Q2
$257K Buy
+1,057
New +$257K 0.08% 209
2017
Q1
Sell
-80
Closed -$14K 623
2016
Q4
$14K Hold
80
﹤0.01% 515
2016
Q3
$15K Buy
+80
New +$15K ﹤0.01% 431