CRWM
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Castle Rock Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Castle Rock Wealth Management’s Portfolio XLI Stock Details XLI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-12,483
Closed -$1.27M – 255
2022
Q1 		$1.27M Buy
12,483
+4,661
+60% +$473K 0.58% 40
2021
Q4 		$792K Buy
+7,822
New +$792K 0.32% 88