Perigon Wealth Management’s Stitch Fix SFIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,100
| Closed | -$46.6K | – | 813 |
|
|
2023
Q2 | $46.6K | Sell |
12,100
-62
| -0.5% | -$239 | ﹤0.01% | 766 |
|
|
2023
Q1 | $62.1K | Buy |
12,162
+62
| +0.5% | +$317 | ﹤0.01% | 690 |
|
|
2022
Q4 | $37.6K | Hold |
12,100
| – | – | ﹤0.01% | 681 |
|
|
2022
Q3 | $48K | Buy |
+12,100
| New | +$48K | ﹤0.01% | 563 |
|
|
2021
Q1 | – | Sell |
-805
| Closed | -$47K | – | 928 |
|
|
2020
Q4 | $47K | Buy |
+805
| New | +$47K | 0.01% | 752 |
|