Perigon Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History

Perigon Wealth Management, LLC

  • $3.82 Billion
  • Q1 2025

A detailed history of Perigon Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 7,671 shares of XLRE stock, worth $310,061. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,671
Previous 7,471 2.68%
Holding current value
$310,061
Previous $303,000 5.94%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$39.18 - $43.52 $7,836 - $8,704
200 Added 2.68%
7,671 $321,000
Q4 2024

Jan 22, 2025
SELL
$40.06 - $45.21 $760,458 - $858,221
-18,983 Reduced 71.76%
7,471 $303,000
Q3 2024

Oct 16, 2024
BUY
$38.04 - $45.36 $631,083 - $752,522
16,590 Added 168.19%
26,454 $1.18 Million
Q2 2024

Aug 02, 2024
BUY
$35.73 - $39.2 $76,569 - $84,005
2,143 Added 27.76%
9,864 $378,000
Q1 2024

Apr 29, 2024
BUY
$37.55 - $40.43 $2,065 - $2,223
55 Added 0.72%
7,721 $305,000
Q4 2023

Jan 29, 2024
BUY
$32.19 - $40.5 $246,768 - $310,473
7,666 New
7,666 $307,000
Q1 2023

May 03, 2023
SELL
$34.62 - $41.83 $42,651 - $51,534
-1,232 Reduced 15.49%
6,722 $251,000
Q4 2022

May 01, 2023
BUY
$33.77 - $39.47 $268,606 - $313,944
7,954 New
7,954 $293,000
Q2 2018

Aug 07, 2018
SELL
N/A
-732 Closed
0 $0
Q2 2017

Sep 12, 2017
BUY
N/A
732
732 $24,000

Others Institutions Holding XLRE

# of Institutions
855
Shares Held
137M
Call Options Held
838K
Put Options Held
4.48M
View Full List

About SELECT SECTOR SPDR TR REAL EST

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