PWM
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Perigon Wealth Management’s Morningstar MORN Stock Holding History

Perigon Wealth Management’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-488
Closed -$113K – 815
2020
Q4 		$113K Buy
+488
New +$113K 0.01% 514