Williams Jones Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.8M | Hold |
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|
2025
Q1 | $3.91M | Sell |
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|
2024
Q4 | $4.41M | Buy |
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|
2024
Q3 | $4.26M | Sell |
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|
2024
Q2 | $4.28M | Sell |
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|
2024
Q1 | $3.98M | Buy |
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|
2023
Q4 | $3.64M | Sell |
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|
2023
Q3 | $3.14M | Buy |
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|
2023
Q2 | $3.32M | Sell |
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|
2023
Q1 | $2.96M | Buy |
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|
2022
Q4 | $2.41M | Buy |
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|
2022
Q3 | $2.18M | Hold |
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|
2022
Q2 | $2.33M | Buy |
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|
2022
Q1 | $2.85M | Sell |
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|
2021
Q4 | $3.17M | Buy |
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|
2021
Q3 | $2.71M | Sell |
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|
2021
Q2 | $2.75M | Sell |
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|
2021
Q1 | $2.49M | Sell |
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|
2020
Q4 | $2.75M | Buy |
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|
2020
Q3 | $1.97M | Sell |
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|
2020
Q2 | $1.77M | Hold |
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|
2020
Q1 | $1.36M | Buy |
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|
2019
Q4 | $1.51M | Hold |
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|
2019
Q3 | $1.33M | Buy |
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