Cornerstone Advisory’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$241K Buy
2022
Q1
Sell
2021
Q4
$204K Buy
2020
Q1
Sell
2019
Q4
$480K Buy
2019
Q3
$355K Hold
2019
Q2
$382K Buy
2019
Q1
$320K Hold
2018
Q4
$278K Hold
2018
Q3
$367K Hold
2018
Q2
$368K Hold
2018
Q1
$327K Hold
2017
Q4
$350K Sell
2017
Q3
$333K Buy
2017
Q2
$250K Buy