Perigon Wealth Management’s Motley Fool 100 Index ETF TMFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Buy |
12,663
+250
| +2% | +$16.1K | 0.02% | 530 |
|
|
2025
Q1 | $690K | Buy |
12,413
+518
| +4% | +$28.8K | 0.02% | 537 |
|
|
2024
Q4 | $712K | Sell |
11,895
-190
| -2% | -$11.4K | 0.02% | 534 |
|
|
2024
Q3 | $680K | Buy |
12,085
+564
| +5% | +$31.7K | 0.02% | 525 |
|
|
2024
Q2 | $620K | Sell |
11,521
-81
| -0.7% | -$4.36K | 0.02% | 482 |
|
|
2024
Q1 | $576K | Hold |
11,602
| – | – | 0.02% | 499 |
|
|
2023
Q4 | $518K | Buy |
11,602
+101
| +0.9% | +$4.51K | 0.02% | 485 |
|
|
2023
Q3 | $452K | Buy |
11,501
+1
| +0% | +$39 | 0.02% | 467 |
|
|
2023
Q2 | $469K | Buy |
11,500
+1,152
| +11% | +$46.9K | 0.02% | 470 |
|
|
2023
Q1 | $367K | Sell |
10,348
-215
| -2% | -$7.62K | 0.02% | 472 |
|
|
2022
Q4 | $322K | Buy |
10,563
+308
| +3% | +$9.38K | 0.02% | 508 |
|
|
2022
Q3 | $315K | Hold |
10,255
| – | – | 0.03% | 413 |
|
|
2022
Q2 | $327K | Hold |
10,255
| – | – | 0.03% | 413 |
|
|
2022
Q1 | $419K | Buy |
10,255
+1,775
| +21% | +$72.5K | 0.03% | 395 |
|
|
2021
Q4 | $374K | Buy |
+8,480
| New | +$374K | 0.03% | 405 |
|