MWM
Mattern 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 | $243K | Hold |
1,650
| – | – | 0.05% | 142 |
|
|
2025
Q1 | $216K | Hold |
1,650
| – | – | 0.05% | 159 |
|
|
2024
Q4 | $217K | Hold |
1,650
| – | – | 0.05% | 157 |
|
|
2024
Q3 | $223K | Hold |
1,650
| – | – | 0.05% | 166 |
|
|
2024
Q2 | $201K | Hold |
1,650
| – | – | 0.05% | 171 |
|
|
2024
Q1 | $208K | Buy |
+1,650
| New | +$208K | 0.05% | 174 |
|
|
2022
Q2 | – | Sell |
-3,005
| Closed | -$309K | – | 166 |
|
|
2022
Q1 | $309K | Buy |
+3,005
| New | +$309K | 0.1% | 124 |
|
|
2020
Q1 | – | Sell |
-3,828
| Closed | -$312K | – | 136 |
|
|
2019
Q4 | $312K | Buy |
+3,828
| New | +$312K | 0.19% | 109 |
|