Perigon Wealth Management’s First Bank FRBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-11,000
| Closed | -$103K | – | 686 |
|
|
2020
Q4 | $103K | Hold |
11,000
| – | – | 0.01% | 533 |
|
|
2020
Q3 | $68K | Hold |
11,000
| – | – | 0.01% | 371 |
|
|
2020
Q2 | $72K | Hold |
11,000
| – | – | 0.01% | 343 |
|
|
2020
Q1 | $79K | Hold |
11,000
| – | – | 0.01% | 308 |
|
|
2019
Q4 | $118K | Sell |
11,000
-23,910
| -68% | -$256K | 0.02% | 260 |
|
|
2019
Q3 | $371K | Hold |
34,910
| – | – | 0.09% | 149 |
|
|
2019
Q2 | $410K | Buy |
+34,910
| New | +$410K | 0.1% | 142 |
|