Cornerstone Planning Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81.8K | Sell |
617
-389
| -39% | -$51.6K | 0.02% | 171 |
|
|
2025
Q1 | $136K | Buy |
1,006
+686
| +214% | +$93.1K | 0.03% | 117 |
|
|
2024
Q4 | $47.2K | Sell |
320
-341
| -52% | -$50.3K | 0.01% | 193 |
|
|
2024
Q3 | $98.1K | Sell |
661
-80
| -11% | -$11.9K | 0.03% | 118 |
|
|
2024
Q2 | $109K | Sell |
741
-2
| -0.3% | -$293 | 0.03% | 128 |
|
|
2024
Q1 | $105K | Buy |
743
+28
| +4% | +$3.94K | 0.03% | 114 |
|
|
2023
Q4 | $97.5K | Buy |
715
+190
| +36% | +$25.9K | 0.03% | 123 |
|
|
2023
Q3 | $67.6K | Hold |
525
| – | – | 0.03% | 147 |
|
|
2023
Q2 | $69.7K | Buy |
+525
| New | +$69.7K | 0.03% | 187 |
|
|
2022
Q4 | $98.3K | Buy |
+738
| New | +$98.3K | 0.04% | 160 |
|