CWM
C2C Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,746
| Closed | -$273K | – | 257 |
|
|
2023
Q1 | $273K | Buy |
2,746
+213
| +8% | +$21.2K | 0.04% | 202 |
|
|
2022
Q4 | $249K | Sell |
2,533
-476
| -16% | -$46.9K | 0.04% | 150 |
|
|
2022
Q3 | $266K | Hold |
3,009
| – | – | 0.05% | 149 |
|
|
2022
Q2 | $269K | Sell |
3,009
-576
| -16% | -$51.5K | 0.05% | 150 |
|
|
2022
Q1 | $367K | Sell |
3,585
-280
| -7% | -$28.7K | 0.06% | 140 |
|
|
2021
Q4 | $410K | Buy |
+3,865
| New | +$410K | 0.06% | 141 |
|