Cornerstone Planning Group’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.2K | Sell |
412
-4
| -1% | -$875 | 0.02% | 153 |
|
|
2025
Q1 | $79.2K | Buy |
416
+215
| +107% | +$41K | 0.02% | 174 |
|
|
2024
Q4 | $46.5K | Sell |
201
-41
| -17% | -$9.48K | 0.01% | 196 |
|
|
2024
Q3 | $48.5K | Sell |
242
-26
| -10% | -$5.21K | 0.01% | 195 |
|
|
2024
Q2 | $45.7K | Buy |
268
+5
| +2% | +$853 | 0.01% | 211 |
|
|
2024
Q1 | $46.6K | Buy |
263
+20
| +8% | +$3.55K | 0.01% | 181 |
|
|
2023
Q4 | $43.5K | Buy |
243
+52
| +27% | +$9.3K | 0.01% | 201 |
|
|
2023
Q3 | $30.7K | Hold |
191
| – | – | 0.01% | 249 |
|
|
2023
Q2 | $32.4K | Buy |
+191
| New | +$32.4K | 0.01% | 327 |
|
|
2022
Q4 | $33.5K | Buy |
+247
| New | +$33.5K | 0.01% | 330 |
|