Perigon Wealth Management’s SPDR S&P Insurance ETF KIE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$774K Sell
12,950
-13,523
-51% -$808K 0.02% 546
2025
Q1
$1.6M Buy
+26,473
New +$1.6M 0.04% 351