RZH
Relyea Zuckerberg Hanson’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Buy |
40,532
+13,030
| +47% | +$1.92M | 0.7% | 29 |
|
|
2025
Q1 | $3.6M | Sell |
27,502
-2,909
| -10% | -$381K | 0.49% | 41 |
|
|
2024
Q4 | $4.01M | Hold |
30,411
| – | – | 0.54% | 36 |
|
|
2024
Q3 | $4.12M | Buy |
30,411
+26,752
| +731% | +$3.62M | 0.63% | 28 |
|
|
2024
Q2 | $446K | Hold |
3,659
| – | – | 0.07% | 135 |
|
|
2024
Q1 | $461K | Sell |
3,659
-2,160
| -37% | -$272K | 0.08% | 132 |
|
|
2023
Q4 | $663K | Hold |
5,819
| – | – | 0.13% | 95 |
|
|
2023
Q3 | $590K | Sell |
5,819
-914
| -14% | -$92.7K | 0.13% | 94 |
|
|
2023
Q2 | $723K | Sell |
6,733
-14,056
| -68% | -$1.51M | 0.16% | 86 |
|
|
2023
Q1 | $2.1M | Buy |
20,789
+14,056
| +209% | +$1.42M | 0.51% | 35 |
|
|
2022
Q4 | $661K | Hold |
6,733
| – | – | 0.19% | 74 |
|
|
2022
Q3 | $558K | Hold |
6,733
| – | – | 0.2% | 75 |
|
|
2022
Q2 | $588K | Hold |
6,733
| – | – | 0.22% | 69 |
|
|
2022
Q1 | $674K | Sell |
6,733
-1,967
| -23% | -$197K | 0.22% | 71 |
|
|
2021
Q4 | $880K | Hold |
8,700
| – | – | 0.32% | 59 |
|
|
2021
Q3 | $851K | Buy |
+8,700
| New | +$851K | 0.33% | 52 |
|