PWM
SMM

Perigon Wealth Management’s Salient Midstream & MLP Fund SMM Stock Holding History

Perigon Wealth Management’s Portfolio SMM Stock Details SMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-17,210
Closed -$130K – 607
2022
Q2 		$130K Sell
17,210
-5,700
-25% -$43.1K 0.01% 545
2022
Q1 		$189K Buy
+22,910
New +$189K 0.01% 579