Cornerstone Planning Group’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.3K | Sell |
675
-209
| -24% | -$16.8K | 0.01% | 225 |
|
|
2025
Q1 | $72.3K | Buy |
884
+600
| +211% | +$49.1K | 0.02% | 181 |
|
|
2024
Q4 | $22.7K | Sell |
284
-98
| -26% | -$7.84K | 0.01% | 290 |
|
|
2024
Q3 | $30.7K | Sell |
382
-51
| -12% | -$4.1K | 0.01% | 244 |
|
|
2024
Q2 | $33.6K | Buy |
433
+9
| +2% | +$698 | 0.01% | 249 |
|
|
2024
Q1 | $32.1K | Sell |
424
-158
| -27% | -$12K | 0.01% | 229 |
|
|
2023
Q4 | $41.9K | Buy |
582
+185
| +47% | +$13.3K | 0.01% | 207 |
|
|
2023
Q3 | $27.3K | Hold |
397
| – | – | 0.01% | 267 |
|
|
2023
Q2 | $29.4K | Buy |
+397
| New | +$29.4K | 0.01% | 341 |
|
|
2022
Q4 | $36.8K | Buy |
+511
| New | +$36.8K | 0.02% | 315 |
|