Perigon Wealth Management, LLC's ownership history for XLY

Perigon Wealth Management, LLC currently holds 16.7K shares with a market value of $2.0M. It started holding XLY on 2024-09-30. At its peak, it held 16.7K shares on 2025-12-31. Its highest holding value was $2.0M on 2025-12-31. At its lowest, it held 4.3K shares on 2024-09-30, with a value of $854.6K on 2024-09-30. In the recent 180 days, Perigon Wealth Management, LLC has increased its shares by 12.0K. In the recent year, Perigon Wealth Management, LLC has increased its shares by 11.7K.