Cornerstone Planning Group’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$114K Sell
1,061
-69
-6% -$7.41K 0.02% 129
2025
Q1
$104K Buy
1,130
+654
+137% +$60.1K 0.02% 138
2024
Q4
$48K Sell
476
-225
-32% -$22.7K 0.01% 189
2024
Q3
$64.7K Sell
701
-117
-14% -$10.8K 0.02% 159
2024
Q2
$67.3K Buy
818
+16
+2% +$1.32K 0.02% 167
2024
Q1
$64.3K Buy
802
+67
+9% +$5.37K 0.02% 150
2023
Q4
$53.4K Buy
735
+184
+33% +$13.4K 0.02% 176
2023
Q3
$36.1K Hold
551
0.01% 218
2023
Q2
$35.9K Buy
+551
New +$35.9K 0.01% 306
2022
Q4
$39.3K Buy
+764
New +$39.3K 0.02% 303