RWM
Reston 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,183
| Closed | -$53.6K | – | 445 |
|
|
2024
Q3 | $53.6K | Buy |
+1,183
| New | +$53.6K | 0.02% | 123 |
|
|
2019
Q2 | – | Sell |
-7,359
| Closed | -$205K | – | 53 |
|
|
2019
Q1 | $205K | Sell |
7,359
-1,804
| -20% | -$50.3K | 0.16% | 50 |
|
|
2018
Q4 | $218K | Buy |
+9,163
| New | +$218K | 0.21% | 44 |
|