Cornerstone Planning Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Buy |
976
+15
| +2% | +$3.9K | 0.05% | 73 |
|
|
2025
Q1 | $190K | Buy |
961
+444
| +86% | +$87.9K | 0.05% | 89 |
|
|
2024
Q4 | $118K | Sell |
517
-212
| -29% | -$48.2K | 0.03% | 104 |
|
|
2024
Q3 | $170K | Sell |
729
-78
| -10% | -$18.2K | 0.05% | 79 |
|
|
2024
Q2 | $160K | Buy |
807
+164
| +26% | +$32.4K | 0.05% | 92 |
|
|
2024
Q1 | $130K | Buy |
643
+35
| +6% | +$7.08K | 0.04% | 98 |
|
|
2023
Q4 | $117K | Buy |
608
+123
| +25% | +$23.7K | 0.04% | 108 |
|
|
2023
Q3 | $79.5K | Hold |
485
| – | – | 0.03% | 127 |
|
|
2023
Q2 | $84.3K | Buy |
+485
| New | +$84.3K | 0.03% | 153 |
|
|
2022
Q4 | $93.6K | Buy |
+732
| New | +$93.6K | 0.04% | 166 |
|