Perigon Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.49M | Buy |
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|
2025
Q2 | $4.44M | Sell |
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|
2025
Q1 | $5.83M | Buy |
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|
2024
Q4 | $1.94M | Sell |
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|
2024
Q3 | $3.64M | Buy |
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|
2024
Q2 | $3.03M | Buy |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $2.52M | Buy |
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|
2023
Q1 | $1.36M | Sell |
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|
2022
Q4 | $1.47M | Buy |
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|
2022
Q3 | $791K | Buy |
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|
2022
Q2 | $625K | Sell |
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|
2022
Q1 | $701K | Buy |
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|
2021
Q4 | $644K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $58K | Buy |
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