CTWM
Cherry Tree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Hold |
764
| – | – | 0.03% | 205 |
|
|
2025
Q1 | $100K | Hold |
764
| – | – | 0.02% | 211 |
|
|
2024
Q4 | $101K | Hold |
764
| – | – | 0.02% | 209 |
|
|
2024
Q3 | $103K | Hold |
764
| – | – | 0.02% | 211 |
|
|
2024
Q2 | $93.1K | Hold |
764
| – | – | 0.02% | 213 |
|
|
2024
Q1 | $96.2K | Hold |
764
| – | – | 0.02% | 211 |
|
|
2023
Q4 | $87.1K | Hold |
764
| – | – | 0.02% | 209 |
|
|
2023
Q3 | $77.5K | Hold |
764
| – | – | 0.02% | 205 |
|
|
2023
Q2 | $82K | Buy |
+764
| New | +$82K | 0.02% | 203 |
|