RWB
RMR Wealth Builders’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Sell |
1,566
-122
| -7% | -$26.5K | 0.03% | 209 |
|
|
2025
Q1 | $333K | Sell |
1,688
-252
| -13% | -$49.8K | 0.04% | 189 |
|
|
2024
Q4 | $435K | Sell |
1,940
-27
| -1% | -$6.06K | 0.05% | 168 |
|
|
2024
Q3 | $394K | Buy |
1,967
+13
| +0.7% | +$2.61K | 0.04% | 182 |
|
|
2024
Q2 | $356K | Sell |
1,954
-1,397
| -42% | -$255K | 0.04% | 181 |
|
|
2024
Q1 | $616K | Buy |
3,351
+242
| +8% | +$44.5K | 0.07% | 134 |
|
|
2023
Q4 | $556K | Buy |
+3,109
| New | +$556K | 0.08% | 132 |
|
|
2021
Q2 | – | Sell |
-522
| Closed | -$88K | – | 726 |
|
|
2021
Q1 | $88K | Buy |
522
+345
| +195% | +$58.2K | 0.02% | 286 |
|
|
2020
Q4 | $28K | Sell |
177
-1,910
| -92% | -$302K | 0.01% | 321 |
|
|
2020
Q3 | $307K | Buy |
+2,087
| New | +$307K | 0.08% | 152 |
|