Perigon Wealth Management, LLC Spdr Portfolio S&P 500 High Di Transaction History

Perigon Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 30, 2023	SELL	$34.75 - $38.84 $69,013 - $77,136	-1,986 Reduced 19.38%	8,260 $289,000
Q2 2023 Aug 02, 2023	SELL	$35.13 - $38.46 $46,758 - $51,190	-1,331 Reduced 11.5%	10,246 $379,000
Q1 2023 May 03, 2023	SELL	$35.58 - $43.09 $25,582 - $30,981	-719 Reduced 5.85%	11,577 $439,000
Q4 2022 May 01, 2023	BUY	$35.5 - $41.73 $436,508 - $513,112	12,296 New	12,296 $486,000

484

49.9M

68.6K

13K

Get notified when there are updates to the investment portfolio of Perigon Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Perigon Wealth Management, LLC with notifications on news.