Perigon Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.03M | Sell |
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|
2025
Q2 | $1.95M | Sell |
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|
2025
Q1 | $1.96M | Sell |
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|
2024
Q4 | $3.59M | Buy |
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|
2024
Q3 | $1.82M | Sell |
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|
2024
Q2 | $2.66M | Buy |
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|
2024
Q1 | $1.67M | Buy |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $632K | Sell |
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|
2023
Q2 | $695K | Buy |
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|
2023
Q1 | $510K | Sell |
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|
2022
Q4 | $833K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $273K | Sell |
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|
2021
Q3 | $319K | Buy |
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|
2021
Q2 | $203K | Buy |
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