Perigon Wealth Management’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+2,424
| New | +$217K | 0.01% | 976 |
|
|
2023
Q2 | – | Sell |
-4,509
| Closed | -$247K | – | 801 |
|
|
2023
Q1 | $247K | Sell |
4,509
-1,041
| -19% | -$56.9K | 0.01% | 607 |
|
|
2022
Q4 | $341K | Buy |
+5,550
| New | +$341K | 0.02% | 495 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 637 |
|
|
2021
Q4 | – | Sell |
-3,180
| Closed | -$205K | – | 589 |
|
|
2021
Q3 | $205K | Sell |
3,180
-7,719
| -71% | -$498K | 0.02% | 506 |
|
|
2021
Q2 | $639K | Sell |
10,899
-24
| -0.2% | -$1.41K | 0.06% | 259 |
|
|
2021
Q1 | $537K | Sell |
10,923
-2,841
| -21% | -$140K | 0.05% | 276 |
|
|
2020
Q4 | $609K | Buy |
13,764
+84
| +0.6% | +$3.72K | 0.07% | 216 |
|
|
2020
Q3 | $560K | Buy |
13,680
+108
| +0.8% | +$4.42K | 0.08% | 202 |
|
|
2020
Q2 | $540K | Buy |
13,572
+855
| +7% | +$34K | 0.09% | 189 |
|
|
2020
Q1 | $457K | Buy |
+12,717
| New | +$457K | 0.09% | 180 |
|