CWM
Cedar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-300
| Closed | -$40.6K | – | 266 |
|
|
2024
Q3 | $40.6K | Hold |
300
| – | – | 0.01% | 164 |
|
|
2024
Q2 | $36.6K | Hold |
300
| – | – | 0.01% | 172 |
|
|
2024
Q1 | $37.8K | Buy |
300
+100
| +50% | +$12.6K | 0.01% | 179 |
|
|
2023
Q4 | $22.8K | Buy |
+200
| New | +$22.8K | 0.01% | 189 |
|
|
2022
Q2 | – | Sell |
-169
| Closed | -$17K | – | 380 |
|
|
2022
Q1 | $17K | Hold |
169
| – | – | 0.01% | 265 |
|
|
2021
Q4 | $18K | Hold |
169
| – | – | 0.01% | 259 |
|
|
2021
Q3 | $17K | Hold |
169
| – | – | 0.01% | 213 |
|
|
2021
Q2 | $17K | Buy |
+169
| New | +$17K | 0.01% | 216 |
|
|
2020
Q2 | – | Sell |
-237
| Closed | -$14K | – | 244 |
|
|
2020
Q1 | $14K | Buy |
+237
| New | +$14K | 0.01% | 174 |
|