Perigon Wealth Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $385K | Buy |
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|
2025
Q2 | $349K | Buy |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $379K | Buy |
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|
2024
Q1 | $305K | Buy |
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|
2023
Q4 | $307K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $251K | Sell |
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|
2022
Q4 | $294K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $23K | Hold |
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|
2017
Q4 | $24K | Hold |
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|
2017
Q3 | $24K | Hold |
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|
2017
Q2 | $24K | Sell |
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|
2017
Q1 | $28K | Hold |
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|
2016
Q4 | $28K | Buy |
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