Core Wealth Partners’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Core Wealth Partners’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$440K	Buy
2025 Q1	$390K	Buy
2024 Q4	$367K	Buy
2024 Q3	$304K	Buy
2024 Q2	$272K	Buy
2024 Q1	$281K	Buy
2023 Q4	$253K	Buy
2023 Q3	$224K	Buy
2023 Q2	$236K	Hold
2023 Q1	$223K	Buy