Cornerstone Planning Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Buy |
7,330
+605
| +9% | +$51.7K | 0.13% | 45 |
|
|
2025
Q1 | $546K | Buy |
6,725
+79
| +1% | +$6.42K | 0.13% | 40 |
|
|
2024
Q4 | $601K | Buy |
6,646
+60
| +0.9% | +$5.42K | 0.15% | 38 |
|
|
2024
Q3 | $579K | Buy |
6,586
+201
| +3% | +$17.7K | 0.15% | 37 |
|
|
2024
Q2 | $552K | Buy |
6,385
+115
| +2% | +$9.94K | 0.16% | 43 |
|
|
2024
Q1 | $580K | Buy |
6,270
+185
| +3% | +$17.1K | 0.18% | 36 |
|
|
2023
Q4 | $510K | Buy |
6,085
+1,066
| +21% | +$89.4K | 0.17% | 41 |
|
|
2023
Q3 | $454K | Buy |
5,019
+2,171
| +76% | +$196K | 0.17% | 45 |
|
|
2023
Q2 | $231K | Buy |
+2,848
| New | +$231K | 0.09% | 82 |
|
|
2022
Q4 | $243K | Buy |
+2,711
| New | +$243K | 0.1% | 87 |
|