Cornerstone Planning Group’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Sell |
2,213
-236
| -10% | -$12.2K | 0.02% | 128 |
|
|
2025
Q1 | $117K | Buy |
2,449
+1,626
| +198% | +$77.6K | 0.03% | 130 |
|
|
2024
Q4 | $42.3K | Buy |
823
+579
| +237% | +$29.8K | 0.01% | 207 |
|
|
2024
Q3 | $11.4K | Buy |
244
+42
| +21% | +$1.97K | ﹤0.01% | 390 |
|
|
2024
Q2 | $8.25K | Buy |
202
+23
| +13% | +$939 | ﹤0.01% | 482 |
|
|
2024
Q1 | $7.26K | Buy |
+179
| New | +$7.26K | ﹤0.01% | 460 |
|