Perigon Wealth Management’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $837K | Buy |
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|
2025
Q2 | $762K | Hold |
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|
2025
Q1 | $677K | Buy |
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|
2024
Q4 | $671K | Buy |
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|
2024
Q3 | $621K | Sell |
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|
2024
Q2 | $672K | Buy |
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|
2024
Q1 | $576K | Sell |
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|
2023
Q4 | $676K | Sell |
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|
2023
Q3 | $626K | Sell |
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|
2023
Q2 | $625K | Buy |
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|
2023
Q1 | $478K | Sell |
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|
2022
Q4 | $466K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $124K | Buy |
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