CRWM
Castle Rock Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-35,264
| Closed | -$1.33M | – | 254 |
|
|
2022
Q1 | $1.33M | Buy |
35,264
+13,701
| +64% | +$516K | 0.61% | 38 |
|
|
2021
Q4 | $824K | Buy |
+21,563
| New | +$824K | 0.34% | 85 |
|
|
2020
Q1 | – | Sell |
-9,138
| Closed | -$284K | – | 194 |
|
|
2019
Q4 | $284K | Buy |
9,138
+1,363
| +18% | +$42.4K | 0.26% | 128 |
|
|
2019
Q3 | $231K | Buy |
+7,775
| New | +$231K | 0.24% | 129 |
|