PWM
SMR.WS

Perigon Wealth Management’s NuScale Power Corporation Warrants, each exercisable for one share of Class A Common Stock at an exercise price of $11.50 per share SMR.WS Stock Holding History

Perigon Wealth Management’s Portfolio SMR.WS Stock Details SMR.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,000
Closed -$31.8K – 1098
2024
Q3 		$31.8K Hold
10,000
– – ﹤0.01% 985
2024
Q2 		$27.9K Hold
10,000
– – ﹤0.01% 858
2024
Q1 		$8K Hold
10,000
– – ﹤0.01% 852
2023
Q4 		$3.1K Hold
10,000
– – ﹤0.01% 826
2023
Q3 		$6.6K Hold
10,000
– – ﹤0.01% 775
2023
Q2 		$12.6K Buy
+10,000
New +$12.6K ﹤0.01% 775