RWMH
Riverpoint Wealth Management Holdings’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.67M | Sell |
27,209
-6,830
| -20% | -$921K | 0.86% | 16 |
|
|
2025
Q1 | $4.97M | Sell |
34,039
-639
| -2% | -$93.3K | 1.28% | 13 |
|
|
2024
Q4 | $4.77M | Sell |
34,678
-584
| -2% | -$80.3K | 1.24% | 13 |
|
|
2024
Q3 | $5.43M | Buy |
35,262
+89
| +0.3% | +$13.7K | 1.39% | 13 |
|
|
2024
Q2 | $5.13M | Sell |
35,173
-629
| -2% | -$91.7K | 1.42% | 13 |
|
|
2024
Q1 | $5.29M | Sell |
35,802
-952
| -3% | -$141K | 1.47% | 13 |
|
|
2023
Q4 | $5.01M | Buy |
36,754
+36
| +0.1% | +$4.91K | 1.48% | 14 |
|
|
2023
Q3 | $4.73M | Sell |
36,718
-46
| -0.1% | -$5.92K | 1.56% | 13 |
|
|
2023
Q2 | $4.88M | Sell |
36,764
-293
| -0.8% | -$38.9K | 1.55% | 13 |
|
|
2023
Q1 | $4.8M | Buy |
37,057
+98
| +0.3% | +$12.7K | 1.66% | 12 |
|
|
2022
Q4 | $5.02M | Buy |
36,959
+103
| +0.3% | +$14K | 1.86% | 12 |
|
|
2022
Q3 | $4.46M | Buy |
36,856
+106
| +0.3% | +$12.8K | 1.9% | 12 |
|
|
2022
Q2 | $4.71M | Buy |
36,750
+101
| +0.3% | +$13K | 1.9% | 12 |
|
|
2022
Q1 | $5.02M | Buy |
36,649
+92
| +0.3% | +$12.6K | 1.74% | 12 |
|
|
2021
Q4 | $5.15M | Sell |
36,557
-4,906
| -12% | -$691K | 1.75% | 12 |
|
|
2021
Q3 | $5.28M | Sell |
41,463
-22,303
| -35% | -$2.84M | 1.85% | 12 |
|
|
2021
Q2 | $8.03M | Buy |
63,766
+370
| +0.6% | +$46.6K | 2.22% | 12 |
|
|
2021
Q1 | $7.4M | Sell |
63,396
-1,083
| -2% | -$126K | 2.24% | 12 |
|
|
2020
Q4 | $7.32M | Buy |
64,479
+956
| +2% | +$108K | 2.31% | 11 |
|
|
2020
Q3 | $6.7M | Buy |
63,523
+394
| +0.6% | +$41.6K | 2.43% | 11 |
|
|
2020
Q2 | $6.32M | Buy |
63,129
+785
| +1% | +$78.6K | 2.47% | 11 |
|
|
2020
Q1 | $5.52M | Buy |
62,344
+5,814
| +10% | +$515K | 2.7% | 11 |
|
|
2019
Q4 | $5.76M | Buy |
56,530
+182
| +0.3% | +$18.5K | 2.29% | 11 |
|
|
2019
Q3 | $5.08M | Buy |
56,348
+5,258
| +10% | +$474K | 2.24% | 11 |
|
|
2019
Q2 | $4.73M | Buy |
51,090
+927
| +2% | +$85.9K | 2.16% | 13 |
|
|
2019
Q1 | $4.6M | Sell |
50,163
-5,363
| -10% | -$492K | 2.22% | 11 |
|
|
2018
Q4 | $4.81M | Buy |
55,526
+5,470
| +11% | +$473K | 2.67% | 11 |
|
|
2018
Q3 | $4.77M | Buy |
50,056
+240
| +0.5% | +$22.9K | 2.43% | 9 |
|
|
2018
Q2 | $4.16M | Buy |
49,816
+6,769
| +16% | +$565K | 2.31% | 10 |
|
|
2018
Q1 | $3.5M | Buy |
43,047
+365
| +0.9% | +$29.6K | 2.11% | 11 |
|
|
2017
Q4 | $3.53M | Buy |
42,682
+41
| +0.1% | +$3.39K | 2.2% | 11 |
|
|
2017
Q3 | $3.52M | Buy |
42,641
+158
| +0.4% | +$13K | 2.31% | 11 |
|
|
2017
Q2 | $3.36M | Buy |
42,483
+432
| +1% | +$34.2K | 2.36% | 10 |
|
|
2017
Q1 | $3.12M | Buy |
42,051
+4,879
| +13% | +$362K | 2.36% | 10 |
|
|
2016
Q4 | $2.6M | Buy |
+37,172
| New | +$2.6M | 2.11% | 10 |
|