Perigon Wealth Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $632K | Sell |
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|
2025
Q2 | $687K | Sell |
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|
2025
Q1 | $744K | Sell |
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|
2024
Q4 | $721K | Sell |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $716K | Buy |
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|
2024
Q1 | $674K | Buy |
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|
2023
Q4 | $616K | Buy |
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|
2023
Q3 | $480K | Sell |
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|
2023
Q2 | $646K | Sell |
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|
2023
Q1 | $690K | Sell |
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|
2022
Q4 | $801K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $137K | Buy |
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