Cornerstone Planning Group’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $114K | Buy |
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|
2025
Q2 | $90.2K | Sell |
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|
2025
Q1 | $79.2K | Buy |
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|
2024
Q4 | $46.5K | Sell |
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|
2024
Q3 | $48.5K | Sell |
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|
2024
Q2 | $45.7K | Buy |
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|
2024
Q1 | $46.6K | Buy |
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|
2023
Q4 | $43.5K | Buy |
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|
2023
Q3 | $30.7K | Hold |
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|
2023
Q2 | $32.4K | Buy |
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|
2022
Q4 | $33.5K | Buy |
|