Perigon Wealth Management’s Global X Cloud Computing ETF CLOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-16,660
Closed -$342K 1045
2024
Q3
$342K Sell
16,660
-4,128
-20% -$84.8K 0.01% 734
2024
Q2
$409K Sell
20,788
-4,324
-17% -$85K 0.01% 591
2024
Q1
$546K Buy
25,112
+3,476
+16% +$75.6K 0.02% 510
2023
Q4
$490K Buy
21,636
+1,072
+5% +$24.3K 0.02% 506
2023
Q3
$387K Buy
20,564
+101
+0.5% +$1.9K 0.02% 514
2023
Q2
$406K Buy
20,463
+329
+2% +$6.53K 0.02% 515
2023
Q1
$369K Buy
20,134
+552
+3% +$10.1K 0.02% 471
2022
Q4
$314K Sell
19,582
-1,757
-8% -$28.2K 0.02% 514
2022
Q3
$341K Buy
21,339
+785
+4% +$12.5K 0.03% 398
2022
Q2
$339K Sell
20,554
-2,813
-12% -$46.4K 0.03% 398
2022
Q1
$514K Buy
23,367
+118
+0.5% +$2.6K 0.04% 354
2021
Q4
$617K Sell
23,249
-1,703
-7% -$45.2K 0.04% 294
2021
Q3
$731K Buy
24,952
+3,710
+17% +$109K 0.06% 239
2021
Q2
$606K Buy
21,242
+4,148
+24% +$118K 0.05% 267
2021
Q1
$440K Buy
17,094
+3,233
+23% +$83.2K 0.04% 315
2020
Q4
$387K Buy
13,861
+4,051
+41% +$113K 0.05% 290
2020
Q3
$234K Buy
+9,810
New +$234K 0.03% 337