PWM
SRG

Perigon Wealth Management’s Seritage Growth Properties SRG Stock Holding History

Perigon Wealth Management’s Portfolio SRG Stock Details SRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-23,735
Closed -$315K – 642
2021
Q4 		$315K Sell
23,735
-2,448
-9% -$32.5K 0.02% 442
2021
Q3 		$388K Buy
26,183
+3,843
+17% +$56.9K 0.03% 357
2021
Q2 		$411K Buy
22,340
+8,428
+61% +$155K 0.04% 346
2021
Q1 		$255K Buy
+13,912
New +$255K 0.03% 419