RKL Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
Sell
2015
Q4
$292 Sell
2015
Q3
$421K Sell
2015
Q2
$908K Sell
2015
Q1
$1.67M Sell
2014
Q4
$2.78M Sell
2014
Q3
$2.68M Sell
2014
Q2
$2.83M Sell
2014
Q1
$3.13M Buy