CWG
Cornerstone Wealth Group’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 | $4.62M | Buy |
+31,325
| New | +$4.62M | 0.35% | 79 |
|
|
2025
Q1 | – | Sell |
-28,102
| Closed | -$3.7M | – | 304 |
|
|
2024
Q4 | $3.7M | Buy |
+28,102
| New | +$3.7M | 0.3% | 83 |
|
|
2024
Q3 | – | Sell |
-40,705
| Closed | -$4.96M | – | 274 |
|
|
2024
Q2 | $4.96M | Sell |
40,705
-65,878
| -62% | -$8.03M | 0.44% | 57 |
|
|
2024
Q1 | $13.4M | Buy |
+106,583
| New | +$13.4M | 1.23% | 15 |
|
|
2021
Q3 | – | Sell |
-37,379
| Closed | -$3.73M | – | 167 |
|
|
2021
Q2 | $3.73M | Buy |
37,379
+2,506
| +7% | +$250K | 0.76% | 36 |
|
|
2021
Q1 | $3.52M | Sell |
34,873
-12,151
| -26% | -$1.23M | 0.72% | 41 |
|
|
2020
Q4 | $4.16M | Buy |
+47,024
| New | +$4.16M | 1.02% | 22 |
|