Perigon Wealth Management’s Cheniere Energy LNG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $207K | Sell |
848
-35
| -4% | -$8.52K | ﹤0.01% | 1001 |
|
2025
Q1 | $204K | Buy |
883
+17
| +2% | +$3.94K | 0.01% | 964 |
|
2024
Q4 | $220K | Buy |
+866
| New | +$220K | 0.01% | 934 |
|
2024
Q1 | – | Sell |
-1,278
| Closed | -$218K | – | 878 |
|
2023
Q4 | $218K | Buy |
+1,278
| New | +$218K | 0.01% | 760 |
|
2023
Q3 | – | Sell |
-1,625
| Closed | -$248K | – | 801 |
|
2023
Q2 | $248K | Buy |
1,625
+36
| +2% | +$5.49K | 0.01% | 675 |
|
2023
Q1 | $250K | Sell |
1,589
-1,086
| -41% | -$171K | 0.01% | 602 |
|
2022
Q4 | $401K | Buy |
2,675
+372
| +16% | +$55.8K | 0.02% | 442 |
|
2022
Q3 | $382K | Sell |
2,303
-1,466
| -39% | -$243K | 0.03% | 375 |
|
2022
Q2 | $501K | Buy |
3,769
+105
| +3% | +$14K | 0.04% | 332 |
|
2022
Q1 | $508K | Buy |
+3,664
| New | +$508K | 0.04% | 357 |
|
2021
Q1 | – | Sell |
-340
| Closed | -$20K | – | 794 |
|
2020
Q4 | $20K | Buy |
+340
| New | +$20K | ﹤0.01% | 1040 |
|