Caldwell Trust’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $245K | Hold |
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|
2025
Q2 | $234K | Buy |
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|
2025
Q1 | $194K | Hold |
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|
2024
Q4 | $195K | Sell |
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|
2024
Q3 | $270K | Buy |
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|
2024
Q2 | $194K | Sell |
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|
2024
Q1 | $249K | Buy |
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|
2023
Q4 | $219K | Buy |
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|
2023
Q3 | $192K | Sell |
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|
2023
Q2 | $205K | Buy |
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|
2023
Q1 | $191K | Buy |
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|
2022
Q4 | $157K | Hold |
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|
2022
Q3 | $133K | Buy |
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|
2022
Q2 | $138K | Sell |
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|
2022
Q1 | $174K | Sell |
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|
2021
Q4 | $211K | Buy |
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|
2021
Q3 | $163K | Hold |
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|
2021
Q2 | $170K | Buy |
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|
2021
Q1 | $146K | Buy |
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|
2020
Q4 | $85K | Buy |
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|
2020
Q3 | $70.1K | Sell |
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|
2020
Q2 | $212K | Buy |
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|
2020
Q1 | $66.5K | Sell |
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|
2019
Q4 | $95.1K | Buy |
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