Perigon Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.99M | Buy |
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|
2025
Q2 | $4.21M | Sell |
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|
2025
Q1 | $4.57M | Buy |
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|
2024
Q4 | $4.05M | Buy |
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|
2024
Q3 | $2.03M | Sell |
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|
2024
Q2 | $1.95M | Buy |
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|
2024
Q1 | $1.93M | Buy |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $1.03M | Sell |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $881K | Sell |
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|
2022
Q4 | $1.01M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $62K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $265K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $28K | Hold |
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|
2017
Q1 | $27K | Hold |
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|
2016
Q4 | $29K | Hold |
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|
2016
Q3 | $22K | Buy |
|