River Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $412K | Sell |
7,863
-781
| -9% | -$40.9K | 0.05% | 164 |
|
|
2025
Q1 | $431K | Hold |
8,644
| – | – | 0.06% | 157 |
|
|
2024
Q4 | $418K | Sell |
8,644
-3,880
| -31% | -$188K | 0.06% | 166 |
|
|
2024
Q3 | $568K | Sell |
12,524
-1,000
| -7% | -$45.3K | 0.08% | 142 |
|
|
2024
Q2 | $556K | Sell |
13,524
-1,219
| -8% | -$50.1K | 0.08% | 136 |
|
|
2024
Q1 | $621K | Buy |
14,743
+857
| +6% | +$36.1K | 0.09% | 128 |
|
|
2023
Q4 | $522K | Buy |
13,886
+851
| +7% | +$32K | 0.08% | 142 |
|
|
2023
Q3 | $432K | Sell |
13,035
-1
| -0% | -$33 | 0.08% | 147 |
|
|
2023
Q2 | $439K | Sell |
13,036
-838
| -6% | -$28.3K | 0.07% | 152 |
|
|
2023
Q1 | $446K | Sell |
13,874
-3,273
| -19% | -$105K | 0.08% | 153 |
|
|
2022
Q4 | $586K | Buy |
17,147
+2,892
| +20% | +$98.9K | 0.11% | 138 |
|
|
2022
Q3 | $433K | Sell |
14,255
-3,720
| -21% | -$113K | 0.09% | 143 |
|
|
2022
Q2 | $565K | Buy |
17,975
+2
| +0% | +$63 | 0.1% | 139 |
|
|
2022
Q1 | $689K | Buy |
17,973
+21
| +0.1% | +$805 | 0.11% | 131 |
|
|
2021
Q4 | $701K | Buy |
17,952
+2,202
| +14% | +$86K | 0.11% | 132 |
|
|
2021
Q3 | $591K | Buy |
15,750
+39
| +0.2% | +$1.46K | 0.1% | 138 |
|
|
2021
Q2 | $576K | Buy |
15,711
+634
| +4% | +$23.2K | 0.1% | 140 |
|
|
2021
Q1 | $513K | Buy |
15,077
+137
| +0.9% | +$4.66K | 0.1% | 148 |
|
|
2020
Q4 | $440K | Sell |
14,940
-154
| -1% | -$4.54K | 0.1% | 148 |
|
|
2020
Q3 | $363K | Buy |
15,094
+2
| +0% | +$48 | 0.09% | 152 |
|
|
2020
Q2 | $349K | Sell |
15,092
-448
| -3% | -$10.4K | 0.11% | 141 |
|
|
2020
Q1 | $324K | Buy |
15,540
+4,882
| +46% | +$102K | 0.13% | 127 |
|
|
2019
Q4 | $328K | Sell |
10,658
-700
| -6% | -$21.5K | 0.11% | 137 |
|
|
2019
Q3 | $318K | Buy |
11,358
+1,208
| +12% | +$33.8K | 0.12% | 139 |
|
|
2019
Q2 | $280K | Buy |
+10,150
| New | +$280K | 0.11% | 145 |
|
|
2019
Q1 | – | Sell |
-6,586
| Closed | -$157K | – | 519 |
|
|
2018
Q4 | $157K | Sell |
6,586
-1,830
| -22% | -$43.6K | 0.07% | 165 |
|
|
2018
Q3 | $232K | Hold |
8,416
| – | – | 0.09% | 156 |
|
|
2018
Q2 | $224K | Sell |
8,416
-555
| -6% | -$14.8K | 0.09% | 154 |
|
|
2018
Q1 | $247K | Buy |
8,971
+707
| +9% | +$19.5K | 0.1% | 152 |
|
|
2017
Q4 | $231K | Buy |
+8,264
| New | +$231K | 0.1% | 153 |
|