PWM
CTR

Perigon Wealth Management’s ClearBridge MLP and Midstream Total Return Fund Inc. CTR Stock Holding History

Perigon Wealth Management’s Portfolio CTR Stock Details CTR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
2018
Q1 		$7K Hold
2017
Q4 		$9K Hold
2017
Q3 		$10K Buy
2015
Q1 		– Sell
2014
Q4 		$2.74M Buy
2014
Q3 		$2.96M Buy
2014
Q2 		$3.07M Buy