Williams Jones Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $966K | Sell |
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|
2025
Q2 | $877K | Hold |
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|
2025
Q1 | $797K | Hold |
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|
2024
Q4 | $905K | Buy |
|
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|
2024
Q3 | $801K | Sell |
|
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|
2024
Q2 | $736K | Sell |
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|
2024
Q1 | $899K | Sell |
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|
2023
Q4 | $888K | Hold |
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|
2023
Q3 | $799K | Hold |
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|
2023
Q2 | $843K | Hold |
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|
2023
Q1 | $742K | Buy |
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|
2022
Q4 | $632K | Buy |
|