RWMH
Riverpoint Wealth Management Holdings’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
+954
| New | +$242K | 0.06% | 53 |
|
|
2023
Q1 | – | Sell |
-117
| Closed | -$14.5K | – | 123 |
|
|
2022
Q4 | $14.5K | Buy |
+117
| New | +$14.5K | 0.01% | 88 |
|
|
2021
Q4 | – | Sell |
-1,808
| Closed | -$270K | – | 61 |
|
|
2021
Q3 | $270K | Sell |
1,808
-8,021
| -82% | -$1.2M | 0.09% | 54 |
|
|
2021
Q2 | $1.45M | Sell |
9,829
-76
| -0.8% | -$11.2K | 0.4% | 32 |
|
|
2021
Q1 | $1.32M | Sell |
9,905
-890
| -8% | -$118K | 0.4% | 32 |
|
|
2020
Q4 | $1.4M | Buy |
10,795
+511
| +5% | +$66.5K | 0.44% | 32 |
|
|
2020
Q3 | $1.2M | Sell |
10,284
-1,031
| -9% | -$120K | 0.44% | 33 |
|
|
2020
Q2 | $1.18M | Buy |
11,315
+145
| +1% | +$15.1K | 0.46% | 31 |
|
|
2020
Q1 | $898K | Buy |
11,170
+1,198
| +12% | +$96.3K | 0.44% | 31 |
|
|
2019
Q4 | $914K | Buy |
9,972
+64
| +0.6% | +$5.87K | 0.36% | 33 |
|
|
2019
Q3 | $798K | Sell |
9,908
-6,147
| -38% | -$495K | 0.35% | 31 |
|
|
2019
Q2 | $1.25M | Sell |
16,055
-566
| -3% | -$44.2K | 0.57% | 25 |
|
|
2019
Q1 | $1.23M | Buy |
16,621
+5,379
| +48% | +$398K | 0.59% | 25 |
|
|
2018
Q4 | $697K | Buy |
11,242
+4,162
| +59% | +$258K | 0.39% | 32 |
|
|
2018
Q3 | $535K | Buy |
7,080
+37
| +0.5% | +$2.8K | 0.27% | 30 |
|
|
2018
Q2 | $489K | Sell |
7,043
-9,288
| -57% | -$645K | 0.27% | 30 |
|
|
2018
Q1 | $1.07M | Buy |
16,331
+1,068
| +7% | +$69.9K | 0.65% | 19 |
|
|
2017
Q4 | $974K | Buy |
+15,263
| New | +$974K | 0.61% | 19 |
|