Perigon Wealth Management’s CA, Inc. CA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,375
| Closed | -$47K | – | 697 |
|
|
2018
Q1 | $47K | Hold |
1,375
| – | – | 0.02% | 318 |
|
|
2017
Q4 | $46K | Buy |
1,375
+240
| +21% | +$8.03K | 0.02% | 304 |
|
|
2017
Q3 | $38K | Hold |
1,135
| – | – | 0.01% | 370 |
|
|
2017
Q2 | $39K | Hold |
1,135
| – | – | 0.01% | 400 |
|
|
2017
Q1 | $36K | Hold |
1,135
| – | – | 0.01% | 419 |
|
|
2016
Q4 | $37K | Hold |
1,135
| – | – | 0.01% | 392 |
|
|
2016
Q3 | $38K | Buy |
1,135
+205
| +22% | +$6.86K | 0.01% | 337 |
|
|
2016
Q2 | $31K | Buy |
+930
| New | +$31K | 0.01% | 311 |
|