CWM
Cranbrook 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 | $2.22K | Hold |
15
| – | – | ﹤0.01% | 367 |
|
|
2025
Q1 | $1.97K | Buy |
+15
| New | +$1.97K | ﹤0.01% | 372 |
|
|
2020
Q4 | – | Sell |
-517
| Closed | -$40K | – | 328 |
|
|
2020
Q3 | $40K | Buy |
517
+1
| +0.2% | +$77 | 0.01% | 153 |
|
|
2020
Q2 | $35K | Sell |
516
-1,383
| -73% | -$93.8K | 0.01% | 154 |
|
|
2020
Q1 | $112K | Sell |
1,899
-2,179
| -53% | -$129K | 0.04% | 95 |
|
|
2019
Q4 | $332K | Sell |
4,078
-720
| -15% | -$58.6K | 0.09% | 72 |
|
|
2019
Q3 | $372K | Sell |
4,798
-391
| -8% | -$30.3K | 0.11% | 70 |
|
|
2019
Q2 | $402K | Buy |
5,189
+3,753
| +261% | +$291K | 0.12% | 66 |
|
|
2019
Q1 | $108K | Buy |
+1,436
| New | +$108K | 0.03% | 103 |
|