CTWM
Cherry Tree Wealth Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61K | Hold |
12
| – | – | ﹤0.01% | 518 |
|
|
2025
Q1 | $2.37K | Hold |
12
| – | – | ﹤0.01% | 614 |
|
|
2024
Q4 | $2.69K | Hold |
12
| – | – | ﹤0.01% | 520 |
|
|
2024
Q3 | $2.41K | Hold |
12
| – | – | ﹤0.01% | 525 |
|
|
2024
Q2 | $2.19K | Hold |
12
| – | – | ﹤0.01% | 509 |
|
|
2024
Q1 | $2.21K | Hold |
12
| – | – | ﹤0.01% | 506 |
|
|
2023
Q4 | $2.15K | Hold |
12
| – | – | ﹤0.01% | 499 |
|
|
2023
Q3 | $1.93K | Hold |
12
| – | – | ﹤0.01% | 483 |
|
|
2023
Q2 | $2.04K | Buy |
+12
| New | +$2.04K | ﹤0.01% | 492 |
|