Perigon Wealth Management’s Petrobras PBR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-44,455
| Closed | -$473K | – | 725 |
|
2022
Q4 | $473K | Buy |
44,455
+22,555
| +103% | +$240K | 0.03% | 400 |
|
2022
Q3 | $270K | Buy |
21,900
+8,900
| +68% | +$110K | 0.02% | 449 |
|
2022
Q2 | $152K | Buy |
+13,000
| New | +$152K | 0.01% | 544 |
|
2017
Q1 | – | Sell |
-955
| Closed | -$10K | – | 682 |
|
2016
Q4 | $10K | Hold |
955
| – | – | ﹤0.01% | 561 |
|
2016
Q3 | $9K | Buy |
+955
| New | +$9K | ﹤0.01% | 496 |
|