RWA Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $903K | Sell |
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|
2025
Q2 | $912K | Sell |
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|
2025
Q1 | $912K | Sell |
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|
2024
Q4 | $913K | Sell |
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|
2024
Q3 | $914K | Buy |
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|
2024
Q2 | $631K | Sell |
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|
2024
Q1 | $666K | Buy |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $496K | Buy |
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|
2023
Q2 | $486K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $218K | Sell |
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|
2021
Q1 | $274K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.33M | Buy |
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|
2019
Q3 | $2.58M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.44M | Sell |
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|
2018
Q4 | $1.6M | Sell |
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|
2018
Q3 | $2.62M | Buy |
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|
2018
Q2 | $1.86M | Sell |
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|
2018
Q1 | $5.79M | Buy |
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|
2017
Q4 | $2.71M | Sell |
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|
2017
Q3 | $5.94M | Sell |
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|
2017
Q2 | $10.6M | Sell |
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|
2017
Q1 | $11.8M | Buy |
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