Cornerstone Planning Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.5K | Buy |
+318
| New | +$27.5K | 0.01% | 356 |
|
|
2024
Q4 | – | Sell |
-196
| Closed | -$15.5K | – | 1499 |
|
|
2024
Q3 | $15.5K | Sell |
196
-41
| -17% | -$3.25K | ﹤0.01% | 344 |
|
|
2024
Q2 | $17.1K | Buy |
237
+5
| +2% | +$360 | ﹤0.01% | 342 |
|
|
2024
Q1 | $15.8K | Sell |
232
-160
| -41% | -$10.9K | ﹤0.01% | 328 |
|
|
2023
Q4 | $24.8K | Buy |
392
+71
| +22% | +$4.5K | 0.01% | 289 |
|
|
2023
Q3 | $18.9K | Hold |
321
| – | – | 0.01% | 314 |
|
|
2023
Q2 | $21K | Buy |
+321
| New | +$21K | 0.01% | 423 |
|
|
2022
Q4 | $36.2K | Buy |
+526
| New | +$36.2K | 0.02% | 319 |
|