Cornerstone Advisory’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $372K | Buy |
|
|||||
|
2025
Q2 | $259K | Buy |
|
|||||
|
2025
Q1 | $226K | Buy |
|
|||||
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $886K | Sell |
|
|||||
|
2024
Q1 | $1.49M | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $220K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $4.94M | Sell |
|
|||||
|
2021
Q4 | $6.34M | Buy |
|
|||||
|
2021
Q3 | $4.58M | Buy |
|
|||||
|
2021
Q2 | $2.86M | Buy |
|