Perigon Wealth Management’s XPeng XPEV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,780
| Closed | -$141K | – | 724 |
|
|
2022
Q3 | $141K | Sell |
11,780
-449
| -4% | -$5.37K | 0.01% | 549 |
|
|
2022
Q2 | $388K | Sell |
12,229
-1,167
| -9% | -$37K | 0.03% | 371 |
|
|
2022
Q1 | $370K | Buy |
13,396
+1,679
| +14% | +$46.4K | 0.03% | 423 |
|
|
2021
Q4 | $590K | Buy |
11,717
+2,597
| +28% | +$131K | 0.04% | 303 |
|
|
2021
Q3 | $324K | Hold |
9,120
| – | – | 0.03% | 394 |
|
|
2021
Q2 | $405K | Hold |
9,120
| – | – | 0.04% | 348 |
|
|
2021
Q1 | $333K | Buy |
+9,120
| New | +$333K | 0.03% | 370 |
|