Perigon Wealth Management, LLC Select Sector Spdr Tr Communic Transaction History

Perigon Wealth Management, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Perigon Wealth Management, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 6,948 shares of XLC stock, worth $708,696. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,948
Previous 6,873 1.09%
Holding current value
$708,696
Previous $621,000 8.21%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$89.66 - $102.16 $6,724 - $7,662
75 Added 1.09%
6,948 $672,000
Q3 2024

Oct 16, 2024
SELL
$82.16 - $90.4 $79,530 - $87,507
-968 Reduced 12.35%
6,873 $621,000
Q2 2024

Aug 02, 2024
BUY
$77.86 - $86.45 $61,587 - $68,381
791 Added 11.22%
7,841 $671,000
Q1 2024

Apr 29, 2024
SELL
$71.74 - $81.82 $161,630 - $184,340
-2,253 Reduced 24.22%
7,050 $575,000
Q4 2023

Jan 29, 2024
SELL
$63.09 - $73.1 $15,393 - $17,836
-244 Reduced 2.56%
9,303 $675,000
Q3 2023

Oct 30, 2023
SELL
$64.88 - $68.81 $3,698 - $3,922
-57 Reduced 0.59%
9,547 $625,000
Q2 2023

Aug 02, 2023
BUY
$56.13 - $65.3 $76,505 - $89,003
1,363 Added 16.54%
9,604 $625,000
Q1 2023

May 03, 2023
SELL
$48.61 - $59.39 $71,116 - $86,887
-1,463 Reduced 15.08%
8,241 $477,000
Q4 2022

May 01, 2023
BUY
$45.41 - $51.94 $440,658 - $504,025
9,704 New
9,704 $465,000
Q1 2021

May 17, 2021
SELL
$65.08 - $76.02 $119,551 - $139,648
-1,837 Closed
0 $0
Q4 2020

Jan 28, 2021
BUY
$58.74 - $67.48 $107,905 - $123,960
1,837 New
1,837 $124,000

Others Institutions Holding XLC

# of Institutions
1,161
Shares Held
184M
Call Options Held
3.62M
Put Options Held
4.64M
View Full List

About SELECT SECTOR SPDR TR COMMUNIC

XLC Quotes by TradingView
  • Ticker XLC
  • Sector ETFs
  • Industry ETFs
More about XLC
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