Cornerstone Wealth Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.5M	Sell	67,658 -5,873	-8%	-$828K	0.68%	36
2025 Q4	$10.6M	Sell	73,531 -2,731	-4%	-$394K	0.72%	36
2025 Q3	$10.7M	Sell	76,262 -1,572	-2%	-$208K	0.73%	32
2025 Q2	$9.85M	Sell	77,834 -4,488	-5%	-$498K	0.74%	34
2025 Q1	$8.5M	Sell	82,322 -33,860	-29%	-$3.84M	0.71%	40
2024 Q4	$13.5M	Sell	116,182 -4,698	-4%	-$547K	1.11%	16
2024 Q3	$13.6M	Sell	120,880 -4,464	-4%	-$490K	1.13%	19
2024 Q2	$14.2M	Sell	125,344 -5,886	-4%	-$620K	1.26%	16
2024 Q1	$13.7M	Buy	131,230 +1,834	+1%	+$185K	1.26%	14
2023 Q4	$12.5M	Buy	129,396 +86,072	+199%	+$7.66M	1.78%	12
2023 Q3	$3.55M	Buy	+43,324	New	+$3.72M	0.63%	57