Perigon Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.17M | Buy |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $855K | Sell |
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|
2024
Q2 | $877K | Sell |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $888K | Sell |
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|
2022
Q4 | $887K | Buy |
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|
2022
Q3 | $369K | Buy |
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|
2022
Q2 | $356K | Sell |
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|
2022
Q1 | $534K | Buy |
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|
2021
Q4 | $529K | Buy |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $314K | Sell |
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|
2021
Q1 | $298K | Buy |
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|
2020
Q4 | $235K | Buy |
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|
2020
Q3 | $206K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $91K | Hold |
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|
2017
Q4 | $89K | Hold |
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|
2017
Q3 | $81K | Hold |
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|
2017
Q2 | $81K | Hold |
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|
2017
Q1 | $79K | Hold |
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|
2016
Q4 | $78K | Hold |
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|
2016
Q3 | $72K | Buy |
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