CWM
CMH 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 | $8.66M | Sell |
58,681
-1,323
| -2% | -$195K | 2.01% | 20 |
|
|
2025
Q1 | $7.86M | Sell |
60,004
-136
| -0.2% | -$17.8K | 1.97% | 23 |
|
|
2024
Q4 | $7.92M | Buy |
60,140
+1,649
| +3% | +$217K | 1.81% | 23 |
|
|
2024
Q3 | $7.92M | Buy |
58,491
+260
| +0.4% | +$35.2K | 1.86% | 20 |
|
|
2024
Q2 | $7.1M | Buy |
58,231
+20,359
| +54% | +$2.48M | 1.75% | 26 |
|
|
2024
Q1 | $4.77M | Sell |
37,872
-3,151
| -8% | -$397K | 1.21% | 37 |
|
|
2023
Q4 | $4.68M | Sell |
41,023
-577
| -1% | -$65.8K | 1.13% | 36 |
|
|
2023
Q3 | $4.22M | Buy |
41,600
+1,026
| +3% | +$104K | 1.18% | 35 |
|
|
2023
Q2 | $4.35M | Buy |
40,574
+574
| +1% | +$61.6K | 1.17% | 36 |
|
|
2023
Q1 | $4.05M | Sell |
40,000
-1,417
| -3% | -$143K | 1.17% | 38 |
|
|
2022
Q4 | $4.07M | Sell |
41,417
-94
| -0.2% | -$9.23K | 1.31% | 35 |
|
|
2022
Q3 | $3.44M | Buy |
41,511
+635
| +2% | +$52.6K | 1.26% | 35 |
|
|
2022
Q2 | $3.57M | Buy |
40,876
+4,079
| +11% | +$356K | 1.29% | 32 |
|
|
2022
Q1 | $3.79M | Sell |
36,797
-19
| -0.1% | -$1.96K | 1.16% | 36 |
|
|
2021
Q4 | $3.9M | Sell |
36,816
-364
| -1% | -$38.5K | 1.18% | 37 |
|
|
2021
Q3 | $3.64M | Buy |
37,180
+476
| +1% | +$46.6K | 1.19% | 33 |
|
|
2021
Q2 | $3.76M | Buy |
36,704
+438
| +1% | +$44.8K | 1.26% | 32 |
|
|
2021
Q1 | $3.57M | Sell |
36,266
-1,755
| -5% | -$173K | 1.34% | 30 |
|
|
2020
Q4 | $3.37M | Sell |
38,021
-23,818
| -39% | -$2.11M | 1.23% | 31 |
|
|
2020
Q3 | $4.76M | Buy |
61,839
+244
| +0.4% | +$18.8K | 2.04% | 17 |
|
|
2020
Q2 | $4.23M | Sell |
61,595
-225
| -0.4% | -$15.5K | 2.02% | 15 |
|
|
2020
Q1 | $3.65M | Buy |
61,820
+4,800
| +8% | +$283K | 2.13% | 15 |
|
|
2019
Q4 | $4.65M | Buy |
57,020
+195
| +0.3% | +$15.9K | 2.39% | 12 |
|
|
2019
Q3 | $4.41M | Sell |
56,825
-260
| -0.5% | -$20.2K | 2.5% | 9 |
|
|
2019
Q2 | $4.42M | Buy |
57,085
+620
| +1% | +$48K | 2.59% | 9 |
|
|
2019
Q1 | $4.24M | Buy |
56,465
+1,190
| +2% | +$89.3K | 2.57% | 8 |
|
|
2018
Q4 | $3.56M | Sell |
55,275
-10,455
| -16% | -$673K | 2.15% | 13 |
|
|
2018
Q3 | $5.2M | Buy |
65,730
+2,920
| +5% | +$231K | 2.72% | 11 |
|
|
2018
Q2 | $4.51M | Buy |
62,810
+4,480
| +8% | +$322K | 2.58% | 11 |
|
|
2018
Q1 | $4.24M | Buy |
58,330
+285
| +0.5% | +$20.7K | 2.86% | 11 |
|
|
2017
Q4 | $4.42M | Buy |
58,045
+855
| +1% | +$65.1K | 2.92% | 10 |
|
|
2017
Q3 | $4.09M | Buy |
57,190
+2,035
| +4% | +$145K | 3.03% | 9 |
|
|
2017
Q2 | $3.77M | Sell |
55,155
-670
| -1% | -$45.8K | 3.01% | 10 |
|
|
2017
Q1 | $3.6M | Sell |
55,825
-2,265
| -4% | -$146K | 2.82% | 10 |
|
|
2016
Q4 | $3.65M | Buy |
+58,090
| New | +$3.65M | 3.2% | 5 |
|