Williams Jones Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Sell |
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|
2025
Q1 | $349K | Hold |
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|
2024
Q4 | $329K | Buy |
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|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $321K | Sell |
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|
2024
Q1 | $613K | Buy |
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|
2023
Q4 | $362K | Sell |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $366K | Sell |
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|
2023
Q1 | $996K | Buy |
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|
2022
Q4 | $798K | Buy |
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|
2022
Q3 | $672K | Sell |
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|
2022
Q2 | $712K | Sell |
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|
2022
Q1 | $765K | Sell |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $697K | Buy |
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|
2021
Q1 | $374K | Buy |
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|
2020
Q4 | $347K | Sell |
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|
2020
Q3 | $623K | Sell |
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|
2020
Q2 | $720K | Sell |
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|
2020
Q1 | $702K | Buy |
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|
2019
Q4 | $738K | Sell |
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|
2019
Q3 | $697K | Buy |
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