Perigon Wealth Management’s GlobalSCAPE, Inc. GSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,700
| Closed | -$10K | – | 769 |
|
|
2016
Q3 | $10K | Hold |
2,700
| – | – | ﹤0.01% | 482 |
|
|
2016
Q2 | $10K | Buy |
+2,700
| New | +$10K | ﹤0.01% | 375 |
|
|
2015
Q1 | – | Sell |
-179,952
| Closed | -$399K | – | 229 |
|
|
2014
Q4 | $399K | Sell |
179,952
-32,407
| -15% | -$71.9K | 0.12% | 145 |
|
|
2014
Q3 | $512K | Sell |
212,359
-1,634
| -0.8% | -$3.94K | 0.15% | 118 |
|
|
2014
Q2 | $524K | Buy |
+213,993
| New | +$524K | 0.15% | 121 |
|