RWM
RKL Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-12,265
| Closed | -$292 | – | 65 |
|
|
2015
Q4 | $292 | Sell |
12,265
-6,330
| -34% | -$151 | 0.14% | 47 |
|
|
2015
Q3 | $421K | Sell |
18,595
-18,660
| -50% | -$422K | 0.27% | 37 |
|
|
2015
Q2 | $908K | Sell |
37,255
-31,785
| -46% | -$775K | 0.54% | 33 |
|
|
2015
Q1 | $1.67M | Sell |
69,040
-43,395
| -39% | -$1.05M | 1.01% | 29 |
|
|
2014
Q4 | $2.78M | Sell |
112,435
-3,105
| -3% | -$76.8K | 1.81% | 25 |
|
|
2014
Q3 | $2.68M | Sell |
115,540
-8,670
| -7% | -$201K | 1.87% | 25 |
|
|
2014
Q2 | $2.83M | Sell |
124,210
-15,670
| -11% | -$356K | 2.07% | 22 |
|
|
2014
Q1 | $3.13M | Buy |
+139,880
| New | +$3.13M | 2.36% | 18 |
|