PWM
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Perigon Wealth Management’s Icon ICLR Stock Holding History

Perigon Wealth Management’s Portfolio ICLR Stock Details ICLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-147
Closed -$29K – 732
2020
Q4 		$29K Buy
+147
New +$29K ﹤0.01% 901