Cornerstone Planning Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32.5K	Buy	701 +65	+10%	+$2.92K	﹤0.01%	521
2025 Q4	$27.6K	Buy	636 +30	+5%	+$1.33K	﹤0.01%	505
2025 Q3	$1.69K	Sell	606 -30	-5%	-$1.27K	﹤0.01%	1200
2025 Q2	$27.5K	Buy	+636	New	+$25.3K	0.01%	356
2024 Q4	–	Sell	-392	Closed	-$15.5K	–	1499
2024 Q3	$15.5K	Sell	392 -82	-17%	-$3.04K	﹤0.01%	344
2024 Q2	$17.1K	Buy	474 +10	+2%	+$343	﹤0.01%	342
2024 Q1	$15.8K	Sell	464 -320	-41%	-$9.99K	﹤0.01%	328
2023 Q4	$24.8K	Buy	784 +142	+22%	+$4.34K	0.01%	289
2023 Q3	$18.9K	Hold	642	–	–	0.01%	314
2023 Q2	$21K	Buy	+642	New	+$21.6K	0.01%	423
2022 Q4	$36.2K	Buy	+1,052	New	+$35.8K	0.02%	319