RWMH
Riverpoint Wealth Management Holdings’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,032
| Closed | -$610K | – | 70 |
|
|
2018
Q3 | $610K | Buy |
8,032
+79
| +1% | +$6K | 0.31% | 29 |
|
|
2018
Q2 | $604K | Buy |
+7,953
| New | +$604K | 0.34% | 29 |
|
|
2017
Q4 | – | Sell |
-5,228
| Closed | -$357K | – | 50 |
|
|
2017
Q3 | $357K | Sell |
5,228
-68
| -1% | -$4.64K | 0.23% | 32 |
|
|
2017
Q2 | $340K | Sell |
5,296
-3,205
| -38% | -$206K | 0.24% | 31 |
|
|
2017
Q1 | $597K | Sell |
8,501
-369
| -4% | -$25.9K | 0.45% | 19 |
|
|
2016
Q4 | $659K | Buy |
+8,870
| New | +$659K | 0.53% | 19 |
|