PWM
TLDH

Perigon Wealth Management’s FlexShares Currency Hedged Morningstar DM ex US Factor Tilt Index Fund TLDH Stock Holding History

Perigon Wealth Management’s Portfolio TLDH Stock Details TLDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,620
Closed -$48K – 717
2017
Q4 		$48K Hold
1,620
– – 0.02% 295
2017
Q3 		$46K Hold
1,620
– – 0.01% 350
2017
Q2 		$44K Hold
1,620
– – 0.01% 390
2017
Q1 		$43K Hold
1,620
– – 0.01% 406
2016
Q4 		$43K Buy
+1,620
New +$43K 0.01% 376