Cornerstone Planning Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$118K	Sell	1,022 -38	-4%	-$4.4K	0.02%	223
2025 Q4	$124K	Sell	1,060 -184	-15%	-$21.2K	0.02%	188
2025 Q3	$142K	Buy	1,244 +183	+17%	+$20.3K	0.02%	175
2025 Q2	$114K	Sell	1,061 -69	-6%	-$6.8K	0.02%	129
2025 Q1	$104K	Buy	1,130 +654	+137%	+$65.3K	0.02%	138
2024 Q4	$48K	Sell	476 -225	-32%	-$21.5K	0.01%	189
2024 Q3	$64.7K	Sell	701 -117	-14%	-$10.1K	0.02%	159
2024 Q2	$67.3K	Buy	818 +16	+2%	+$1.32K	0.02%	167
2024 Q1	$64.3K	Buy	802 +67	+9%	+$5.22K	0.02%	150
2023 Q4	$53.4K	Buy	735 +184	+33%	+$12.7K	0.02%	176
2023 Q3	$36.1K	Hold	551	–	–	0.01%	218
2023 Q2	$35.9K	Buy	+551	New	+$33.6K	0.01%	306
2022 Q4	$39.3K	Buy	+764	New	+$37.4K	0.02%	303