TVWM
Tower View 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
Q1 | – | Sell |
-9
| Closed | -$1.19K | – | 215 |
|
|
2024
Q4 | $1.19K | Buy |
+9
| New | +$1.19K | ﹤0.01% | 187 |
|
|
2023
Q3 | – | Sell |
-123
| Closed | -$13K | – | 193 |
|
|
2023
Q2 | $13K | Buy |
123
+1
| +0.8% | +$106 | 0.01% | 113 |
|
|
2023
Q1 | $12K | Hold |
122
| – | – | 0.01% | 111 |
|
|
2022
Q4 | $12K | Buy |
122
+1
| +0.8% | +$98 | 0.01% | 115 |
|
|
2022
Q3 | $10K | Hold |
121
| – | – | 0.01% | 120 |
|
|
2022
Q2 | $11K | Buy |
121
+1
| +0.8% | +$91 | 0.01% | 115 |
|
|
2022
Q1 | $12K | Hold |
120
| – | – | 0.01% | 144 |
|
|
2021
Q4 | $13K | Hold |
120
| – | – | 0.01% | 144 |
|
|
2021
Q3 | $12K | Buy |
+120
| New | +$12K | 0.01% | 167 |
|