RIS
Retirement Income Solutions’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 | $485K | Sell |
9,265
-919
| -9% | -$48.1K | 0.09% | 88 |
|
|
2025
Q1 | $507K | Buy |
10,184
+498
| +5% | +$24.8K | 0.11% | 73 |
|
|
2024
Q4 | $468K | Buy |
9,686
+3,627
| +60% | +$175K | 0.09% | 79 |
|
|
2024
Q3 | $275K | Buy |
6,059
+622
| +11% | +$28.2K | 0.06% | 116 |
|
|
2024
Q2 | $224K | Hold |
5,437
| – | – | 0.05% | 126 |
|
|
2024
Q1 | $229K | Hold |
5,437
| – | – | 0.05% | 134 |
|
|
2023
Q4 | $204K | Buy |
+5,437
| New | +$204K | 0.05% | 136 |
|
|
2023
Q1 | – | Sell |
-6,292
| Closed | -$215K | – | 139 |
|
|
2022
Q4 | $215K | Sell |
6,292
-1,761
| -22% | -$60.2K | 0.07% | 114 |
|
|
2022
Q3 | $247K | Hold |
8,053
| – | – | 0.09% | 97 |
|
|
2022
Q2 | $253K | Sell |
8,053
-3,738
| -32% | -$117K | 0.09% | 92 |
|
|
2022
Q1 | $452K | Hold |
11,791
| – | – | 0.12% | 69 |
|
|
2021
Q4 | $460K | Buy |
11,791
+6,354
| +117% | +$248K | 0.12% | 69 |
|
|
2021
Q3 | $204K | Buy |
+5,437
| New | +$204K | 0.07% | 95 |
|