CSWM
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Cassady Schiller Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Cassady Schiller Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$395 Hold
3
– – ﹤0.01% 1015
2024
Q3 		$406 Hold
3
– – ﹤0.01% 447
2024
Q2 		$366 Hold
3
– – ﹤0.01% 456
2024
Q1 		$378 Buy
+3
New +$378 ﹤0.01% 483