Williams Jones Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $943K | Sell |
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $1M | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $882K | Sell |
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|
2022
Q2 | $982K | Sell |
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|
2022
Q1 | $1.21M | Sell |
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.39M | Sell |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $999K | Sell |
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|
2020
Q3 | $816K | Buy |
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|
2020
Q2 | $730K | Sell |
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|
2020
Q1 | $737K | Sell |
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|
2019
Q4 | $2.56M | Sell |
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|
2019
Q3 | $2.44M | Buy |
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