Cornerstone Advisory’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.64M	Buy	17,898 +1	+0%	+$148	0.28%	60
2025 Q1	$2.39M	Buy	17,897 +52	+0.3%	+$6.94K	0.28%	58
2024 Q4	$2.45M	Buy	17,845 +1	+0%	+$138	0.28%	59
2024 Q3	$2.42M	Buy	17,844 +101	+0.6%	+$13.7K	0.32%	58
2024 Q2	$2.16M	Buy	17,743 +450	+3%	+$54.8K	0.3%	59
2024 Q1	$2.18M	Buy	17,293 +450	+3%	+$56.7K	0.31%	57
2023 Q4	$1.92M	Buy	16,843 +1,600	+10%	+$182K	0.3%	55
2023 Q3	$1.55M	Hold	15,243	–	–	0.27%	57
2023 Q2	$1.64M	Hold	15,243	–	–	0.29%	51
2023 Q1	$1.54M	Buy	15,243 +243	+2%	+$24.6K	0.28%	55
2022 Q4	$1.47M	Hold	15,000	–	–	0.29%	53
2022 Q3	$1.24M	Hold	15,000	–	–	0.28%	59
2022 Q2	$1.31M	Hold	15,000	–	–	0.3%	55
2022 Q1	$1.55M	Hold	15,000	–	–	0.24%	73
2021 Q4	$1.59M	Hold	15,000	–	–	0.23%	73
2021 Q3	$1.47M	Hold	15,000	–	–	0.24%	73
2021 Q2	$1.54M	Hold	15,000	–	–	0.26%	70
2021 Q1	$1.48M	Hold	15,000	–	–	0.28%	65
2020 Q4	$1.33M	Hold	15,000	–	–	0.27%	66
2020 Q3	$1.16M	Buy	15,000 +4,000	+36%	+$308K	0.27%	71
2020 Q2	$756K	Buy	11,000 +1,000	+10%	+$68.7K	0.2%	87
2020 Q1	$590K	Hold	10,000	–	–	0.18%	82
2019 Q4	$815K	Hold	10,000	–	–	0.17%	81
2019 Q3	$776K	Hold	10,000	–	–	0.17%	80
2019 Q2	$774K	Sell	10,000 -36	-0.4%	-$2.79K	0.17%	79
2019 Q1	$753K	Buy	10,036 +36	+0.4%	+$2.7K	0.17%	85
2018 Q4	$644K	Hold	10,000	–	–	0.17%	85
2018 Q3	$784K	Hold	10,000	–	–	0.23%	74
2018 Q2	$716K	Hold	10,000	–	–	0.24%	75
2018 Q1	$743K	Hold	10,000	–	–	0.27%	70
2017 Q4	$757K	Sell	10,000 -30	-0.3%	-$2.27K	0.26%	73
2017 Q3	$712K	Buy	10,030 +3,030	+43%	+$215K	0.24%	70
2017 Q2	$477K	Hold	7,000	–	–	0.16%	91
2017 Q1	$455K	Buy	+7,000	New	+$455K	0.23%	64