RZH
Relyea Zuckerberg Hanson’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Buy |
47,643
+20,067
| +73% | +$1.05M | 0.29% | 56 |
|
|
2025
Q1 | $1.37M | Hold |
27,576
| – | – | 0.19% | 76 |
|
|
2024
Q4 | $1.33M | Hold |
27,576
| – | – | 0.18% | 80 |
|
|
2024
Q3 | $1.25M | Buy |
+27,576
| New | +$1.25M | 0.19% | 74 |
|
|
2023
Q2 | – | Sell |
-50,575
| Closed | -$1.63M | – | 203 |
|
|
2023
Q1 | $1.63M | Buy |
+50,575
| New | +$1.63M | 0.4% | 43 |
|
|
2022
Q4 | – | Sell |
-17,152
| Closed | -$521K | – | 173 |
|
|
2022
Q3 | $521K | Sell |
17,152
-165
| -1% | -$5.01K | 0.19% | 82 |
|
|
2022
Q2 | $545K | Hold |
17,317
| – | – | 0.2% | 78 |
|
|
2022
Q1 | $646K | Buy |
17,317
+5,137
| +42% | +$192K | 0.21% | 74 |
|
|
2021
Q4 | $465K | Hold |
12,180
| – | – | 0.17% | 98 |
|
|
2021
Q3 | $457K | Buy |
+12,180
| New | +$457K | 0.18% | 88 |
|