Cornerstone Planning Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$244K	Buy	1,472 +34	+2%	+$4.79K	0.03%	153
2025 Q4	$215K	Buy	1,438 +1,432	+23,867%	+$207K	0.03%	133
2025 Q3	$375	Sell	6 -1,946	-100%	-$258K	﹤0.01%	1544
2025 Q2	$254K	Buy	1,952 +30	+2%	+$3.33K	0.05%	73
2025 Q1	$190K	Buy	1,922 +888	+86%	+$101K	0.05%	89
2024 Q4	$118K	Sell	1,034 -424	-29%	-$49.3K	0.03%	104
2024 Q3	$170K	Sell	1,458 -156	-10%	-$17.1K	0.05%	79
2024 Q2	$160K	Buy	1,614 +328	+26%	+$34.5K	0.05%	92
2024 Q1	$130K	Buy	1,286 +70	+6%	+$7.08K	0.04%	98
2023 Q4	$117K	Buy	1,216 +246	+25%	+$21.9K	0.04%	108
2023 Q3	$79.5K	Hold	970	–	–	0.03%	127
2023 Q2	$84.3K	Buy	+970	New	+$76.5K	0.03%	153
2022 Q4	$93.6K	Buy	+1,464	New	+$93K	0.04%	166