PWM
Perigon Wealth Management’s 8x8 Inc EGHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Hold |
0
| – | – | – | 861 |
|
|
2023
Q4 | – | Sell |
-25,000
| Closed | -$1.88K | – | 842 |
|
|
2023
Q3 | $1.88K | Sell |
25,000
-2,244
| -8% | -$168 | ﹤0.01% | 777 |
|
|
2023
Q2 | $26.4K | Buy |
+27,244
| New | +$26.4K | ﹤0.01% | 771 |
|
|
2022
Q3 | – | Sell |
-17,070
| Closed | -$88K | – | 578 |
|
|
2022
Q2 | $88K | Sell |
17,070
-14,713
| -46% | -$75.8K | 0.01% | 551 |
|
|
2022
Q1 | $400K | Hold |
31,783
| – | – | 0.03% | 404 |
|
|
2021
Q4 | $533K | Sell |
31,783
-1,000
| -3% | -$16.8K | 0.04% | 328 |
|
|
2021
Q3 | $767K | Hold |
32,783
| – | – | 0.07% | 232 |
|
|
2021
Q2 | $910K | Sell |
32,783
-31,000
| -49% | -$861K | 0.08% | 211 |
|
|
2021
Q1 | $2.07M | Sell |
63,783
-7,500
| -11% | -$243K | 0.21% | 97 |
|
|
2020
Q4 | $2.46M | Sell |
71,283
-6,000
| -8% | -$207K | 0.29% | 69 |
|
|
2020
Q3 | $1.2M | Buy |
77,283
+26,000
| +51% | +$404K | 0.17% | 106 |
|
|
2020
Q2 | $821K | Sell |
51,283
-2,000
| -4% | -$32K | 0.13% | 129 |
|
|
2020
Q1 | $861K | Buy |
53,283
+10,000
| +23% | +$162K | 0.16% | 110 |
|
|
2019
Q4 | $799K | Hold |
43,283
| – | – | 0.16% | 106 |
|
|
2019
Q3 | $835K | Hold |
43,283
| – | – | 0.2% | 86 |
|
|
2019
Q2 | $1.04M | Sell |
43,283
-2,500
| -5% | -$60.2K | 0.24% | 74 |
|
|
2019
Q1 | $925K | Buy |
+45,783
| New | +$925K | 0.22% | 80 |
|
|
2017
Q4 | – | Sell |
-1,460
| Closed | -$20K | – | 622 |
|
|
2017
Q3 | $20K | Hold |
1,460
| – | – | 0.01% | 447 |
|
|
2017
Q2 | $21K | Hold |
1,460
| – | – | ﹤0.01% | 446 |
|
|
2017
Q1 | $22K | Hold |
1,460
| – | – | ﹤0.01% | 461 |
|
|
2016
Q4 | $22K | Sell |
1,460
-11,000
| -88% | -$166K | ﹤0.01% | 451 |
|
|
2016
Q3 | $192K | Hold |
12,460
| – | – | 0.05% | 206 |
|
|
2016
Q2 | $182K | Hold |
12,460
| – | – | 0.05% | 201 |
|
|
2016
Q1 | $125K | Buy |
+12,460
| New | +$125K | 0.04% | 160 |
|