Perigon Wealth Management’s State Street SPDR FactSet Innovative Technology ETF XITK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $399K | Hold |
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|
2025
Q2 | $397K | Sell |
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|
2025
Q1 | $346K | Sell |
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|
2024
Q4 | $405K | Hold |
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|
2024
Q3 | $345K | Sell |
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|
2024
Q2 | $358K | Sell |
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|
2024
Q1 | $383K | Hold |
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|
2023
Q4 | $374K | Sell |
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|
2023
Q3 | $318K | Hold |
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|
2023
Q2 | $340K | Buy |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $247K | Buy |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $254K | Hold |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $456K | Hold |
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|
2021
Q3 | $515K | Sell |
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|
2021
Q2 | $545K | Buy |
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|
2021
Q1 | $421K | Buy |
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