PWM
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Perigon Wealth Management’s Flex FLEX Stock Holding History

Perigon Wealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,138
Closed -$406K – 1053
2024
Q3 		$406K Buy
+12,138
New +$406K 0.01% 679