Perigon Wealth Management’s RingCentral RNG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-801
| Closed | -$233K | – | 550 |
|
|
2021
Q2 | $233K | Sell |
801
-103
| -11% | -$30K | 0.02% | 463 |
|
|
2021
Q1 | $269K | Sell |
904
-32
| -3% | -$9.52K | 0.03% | 410 |
|
|
2020
Q4 | $355K | Buy |
936
+103
| +12% | +$39.1K | 0.04% | 305 |
|
|
2020
Q3 | $229K | Sell |
833
-267
| -24% | -$73.4K | 0.03% | 343 |
|
|
2020
Q2 | $314K | Buy |
1,100
+73
| +7% | +$20.8K | 0.05% | 262 |
|
|
2020
Q1 | $211K | Buy |
+1,027
| New | +$211K | 0.04% | 288 |
|