PWM
OWNS

Perigon Wealth Management’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

Perigon Wealth Management’s Portfolio OWNS Stock Details OWNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,014
Closed -$211K – 1074
2024
Q3 		$211K Buy
+12,014
New +$211K 0.01% 917