PWM
CS

Perigon Wealth Management’s Credit Suisse Group CS Stock Holding History

Perigon Wealth Management’s Portfolio CS Stock Details CS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,351
Closed -$21K – 720
2016
Q4 		$21K Hold
1,351
– – ﹤0.01% 466
2016
Q3 		$18K Buy
+1,351
New +$18K ﹤0.01% 416