RWB
RMR Wealth Builders’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 | $5.15M | Buy |
20,323
+2
| +0% | +$506 | 0.47% | 31 |
|
|
2025
Q1 | $4.2M | Buy |
20,321
+286
| +1% | +$59.1K | 0.44% | 33 |
|
|
2024
Q4 | $4.66M | Buy |
20,035
+29
| +0.1% | +$6.74K | 0.48% | 30 |
|
|
2024
Q3 | $4.52M | Buy |
20,006
+572
| +3% | +$129K | 0.48% | 30 |
|
|
2024
Q2 | $4.4M | Buy |
19,434
+344
| +2% | +$77.8K | 0.5% | 28 |
|
|
2024
Q1 | $3.98M | Buy |
19,090
+562
| +3% | +$117K | 0.48% | 29 |
|
|
2023
Q4 | $3.57M | Buy |
18,528
+428
| +2% | +$82.4K | 0.5% | 28 |
|
|
2023
Q3 | $2.97M | Buy |
18,100
+680
| +4% | +$111K | 0.47% | 30 |
|
|
2023
Q2 | $3.03M | Buy |
17,420
+2,916
| +20% | +$507K | 0.52% | 29 |
|
|
2023
Q1 | $2.19M | Buy |
+14,504
| New | +$2.19M | 0.42% | 34 |
|
|
2021
Q2 | – | Sell |
-1,531
| Closed | -$203K | – | 722 |
|
|
2021
Q1 | $203K | Buy |
+1,531
| New | +$203K | 0.05% | 188 |
|
|
2020
Q4 | – | Sell |
-17,292
| Closed | -$2.02M | – | 561 |
|
|
2020
Q3 | $2.02M | Buy |
+17,292
| New | +$2.02M | 0.52% | 35 |
|