RWB
RMR Wealth Builders’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
25,524
-213
| -0.8% | -$11.2K | 0.12% | 98 |
|
|
2025
Q1 | $1.28M | Buy |
25,737
+2,876
| +13% | +$143K | 0.13% | 95 |
|
|
2024
Q4 | $1.1M | Sell |
22,861
-227
| -1% | -$11K | 0.11% | 102 |
|
|
2024
Q3 | $1.05M | Sell |
23,088
-1,343
| -5% | -$60.9K | 0.11% | 103 |
|
|
2024
Q2 | $1M | Buy |
24,431
+11,214
| +85% | +$461K | 0.12% | 100 |
|
|
2024
Q1 | $557K | Sell |
13,217
-1,704
| -11% | -$71.8K | 0.07% | 143 |
|
|
2023
Q4 | $561K | Sell |
14,921
-19,086
| -56% | -$718K | 0.08% | 131 |
|
|
2023
Q3 | $1.13M | Sell |
34,007
-541
| -2% | -$17.9K | 0.18% | 66 |
|
|
2023
Q2 | $1.16M | Sell |
34,548
-8,535
| -20% | -$288K | 0.2% | 59 |
|
|
2023
Q1 | $1.39M | Sell |
43,083
-8,023
| -16% | -$258K | 0.26% | 47 |
|
|
2022
Q4 | $1.75M | Sell |
51,106
-1,862
| -4% | -$63.7K | 0.4% | 34 |
|
|
2022
Q3 | $1.61M | Sell |
52,968
-2,097
| -4% | -$63.7K | 0.39% | 34 |
|
|
2022
Q2 | $1.73M | Buy |
55,065
+2,279
| +4% | +$71.7K | 0.43% | 37 |
|
|
2022
Q1 | $2.02M | Buy |
52,786
+4,178
| +9% | +$160K | 0.43% | 37 |
|
|
2021
Q4 | $1.9M | Buy |
48,608
+5,628
| +13% | +$220K | 0.55% | 29 |
|
|
2021
Q3 | $1.61M | Buy |
42,980
+8,962
| +26% | +$336K | 0.47% | 34 |
|
|
2021
Q2 | $1.25M | Sell |
34,018
-123
| -0.4% | -$4.51K | 0.41% | 41 |
|
|
2021
Q1 | $1.16M | Buy |
34,141
+16,107
| +89% | +$549K | 0.3% | 47 |
|
|
2020
Q4 | $532K | Buy |
18,034
+383
| +2% | +$11.3K | 0.26% | 72 |
|
|
2020
Q3 | $425K | Buy |
17,651
+16,895
| +2,235% | +$407K | 0.11% | 129 |
|
|
2020
Q2 | $17K | Buy |
+756
| New | +$17K | 0.02% | 318 |
|
|
2019
Q4 | $30K | Buy |
+967
| New | +$30K | 0.03% | 278 |
|