Collaborative Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Sell |
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|
2025
Q1 | $709K | Sell |
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|
2024
Q4 | $750K | Sell |
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|
2024
Q3 | $805K | Buy |
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|
2024
Q2 | $697K | Buy |
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|
2024
Q1 | $697K | Sell |
|
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|
2023
Q4 | $664K | Sell |
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|
2023
Q3 | $665K | Sell |
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|
2023
Q2 | $814K | Sell |
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|
2023
Q1 | $808K | Buy |
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|
2022
Q4 | $760K | Sell |
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|
2022
Q3 | $668K | Sell |
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|
2022
Q2 | $751K | Buy |
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|
2021
Q4 | $1.09M | Buy |
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|
2021
Q1 | $1.08M | Buy |
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