Perigon Wealth Management, LLC Vanguard Energy ETF Transaction History

Perigon Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 May 01, 2023	BUY	$107.13 - $131.88 $188,227 - $231,713	1,757 New	1,757 $213,000
Q3 2019 Oct 25, 2019	SELL	$78.02 - $84.06 $243,812 - $262,687	-3,125 Closed	0 $0
Q2 2019 Aug 05, 2019	BUY	N/A	3,125 New	3,125 $266,000
Q2 2018 Aug 07, 2018	SELL	N/A	-48 Closed	0 $0
Q1 2018 May 15, 2018	SELL	N/A	-7 Reduced 12.73%	48 $4,000
Q4 2017 Feb 14, 2018	BUY	N/A	32 Added 139.13%	55 $5,000
Q2 2017 Sep 12, 2017	BUY	N/A	23	23 $2,000

693

22.5M

101K

18.9K

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.