River Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
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|
2025
Q1 | $431K | Hold |
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|
2024
Q4 | $418K | Sell |
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|
2024
Q3 | $568K | Sell |
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|
2024
Q2 | $556K | Sell |
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|
2024
Q1 | $621K | Buy |
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|
2023
Q4 | $522K | Buy |
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|
2023
Q3 | $432K | Sell |
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|
2023
Q2 | $439K | Sell |
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|
2023
Q1 | $446K | Sell |
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|
2022
Q4 | $586K | Buy |
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|
2022
Q3 | $433K | Sell |
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|
2022
Q2 | $565K | Buy |
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|
2022
Q1 | $689K | Buy |
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|
2021
Q4 | $701K | Buy |
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|
2021
Q3 | $591K | Buy |
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|
2021
Q2 | $576K | Buy |
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|
2021
Q1 | $513K | Buy |
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|
2020
Q4 | $440K | Sell |
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|
2020
Q3 | $363K | Buy |
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|
2020
Q2 | $349K | Sell |
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|
2020
Q1 | $324K | Buy |
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|
2019
Q4 | $328K | Sell |
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|
2019
Q3 | $318K | Buy |
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|
2019
Q2 | $280K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $157K | Sell |
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|
2018
Q3 | $232K | Hold |
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|
2018
Q2 | $224K | Sell |
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|
2018
Q1 | $247K | Buy |
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|
2017
Q4 | $231K | Buy |
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