CWP
Core Wealth Partners’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 | $440K | Buy |
2,982
+9
| +0.3% | +$1.33K | 0.22% | 93 |
|
|
2025
Q1 | $390K | Buy |
2,973
+188
| +7% | +$24.6K | 0.23% | 100 |
|
|
2024
Q4 | $367K | Buy |
2,785
+542
| +24% | +$71.4K | 0.21% | 103 |
|
|
2024
Q3 | $304K | Buy |
2,243
+8
| +0.4% | +$1.08K | 0.18% | 112 |
|
|
2024
Q2 | $272K | Buy |
2,235
+7
| +0.3% | +$853 | 0.19% | 112 |
|
|
2024
Q1 | $281K | Buy |
2,228
+7
| +0.3% | +$882 | 0.21% | 94 |
|
|
2023
Q4 | $253K | Buy |
2,221
+12
| +0.5% | +$1.37K | 0.21% | 92 |
|
|
2023
Q3 | $224K | Buy |
2,209
+9
| +0.4% | +$912 | 0.2% | 92 |
|
|
2023
Q2 | $236K | Hold |
2,200
| – | – | 0.22% | 88 |
|
|
2023
Q1 | $223K | Buy |
+2,200
| New | +$223K | 0.22% | 83 |
|