PWM
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Perigon Wealth Management’s Forrester Research FORR Stock Holding History

Perigon Wealth Management’s Portfolio FORR Stock Details FORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,259
Closed -$53K – 682
2020
Q4 		$53K Buy
+1,259
New +$53K 0.01% 723