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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$487K Buy
9,294
+2
+0% +$105 0.32% 50
2025
Q1
$463K Buy
9,292
+2
+0% +$100 0.32% 48
2024
Q4
$449K Sell
9,290
-310
-3% -$15K 0.31% 46
2024
Q3
$435K Buy
9,600
+2
+0% +$91 0.31% 53
2024
Q2
$395K Buy
9,598
+2
+0% +$82 0.3% 53
2024
Q1
$404K Buy
9,596
+2
+0% +$84 0.32% 53
2023
Q4
$361K Buy
9,594
+2
+0% +$75 0.31% 61
2023
Q3
$318K Buy
9,592
+2
+0% +$66 0.31% 60
2023
Q2
$323K Buy
9,590
+3
+0% +$101 0.3% 64
2023
Q1
$308K Buy
9,587
+2
+0% +$64 0.31% 68
2022
Q4
$328K Buy
9,585
+2
+0% +$68 0.35% 61
2022
Q3
$291K Buy
9,583
+1
+0% +$30 0.34% 65
2022
Q2
$301K Buy
9,582
+1
+0% +$31 0.33% 68
2022
Q1
$367K Buy
9,581
+481
+5% +$18.4K 0.36% 66
2021
Q4
$355K Buy
+9,100
New +$355K 0.34% 70