Perigon Wealth Management’s Sunrun RUN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-7,628
| Closed | -$210K | – | 707 |
|
|
2022
Q3 | $210K | Buy |
+7,628
| New | +$210K | 0.02% | 528 |
|
|
2022
Q2 | – | Sell |
-7,542
| Closed | -$229K | – | 608 |
|
|
2022
Q1 | $229K | Buy |
7,542
+161
| +2% | +$4.89K | 0.02% | 548 |
|
|
2021
Q4 | $253K | Buy |
7,381
+55
| +0.8% | +$1.89K | 0.02% | 490 |
|
|
2021
Q3 | $322K | Buy |
7,326
+28
| +0.4% | +$1.23K | 0.03% | 398 |
|
|
2021
Q2 | $407K | Buy |
7,298
+20
| +0.3% | +$1.12K | 0.04% | 347 |
|
|
2021
Q1 | $440K | Buy |
+7,278
| New | +$440K | 0.04% | 317 |
|
|
2017
Q3 | – | Sell |
-36,425
| Closed | -$259K | – | 702 |
|
|
2017
Q2 | $259K | Sell |
36,425
-5,591
| -13% | -$39.8K | 0.06% | 231 |
|
|
2017
Q1 | $227K | Buy |
+42,016
| New | +$227K | 0.05% | 244 |
|