Wealthspire Advisors (Maryland)’s Perficient Inc PRFT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-86
| Closed | -$2K | – | 2200 |
|
|
2019
Q1 | $2K | Hold |
86
| – | – | ﹤0.01% | 2228 |
|
|
2018
Q4 | $2K | Sell |
86
-29
| -25% | -$674 | ﹤0.01% | 2154 |
|
|
2018
Q3 | $3K | Buy |
115
+49
| +74% | +$1.28K | ﹤0.01% | 2088 |
|
|
2018
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 2215 |
|
|
2018
Q1 | $2K | Buy |
66
+16
| +32% | +$485 | ﹤0.01% | 2234 |
|
|
2017
Q4 | $1K | Buy |
50
+45
| +900% | +$900 | ﹤0.01% | 2365 |
|
|
2017
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 2512 |
|