Cornerstone Wealth Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.85M | Sell |
38,917
-2,244
| -5% | -$568K | 0.74% | 34 |
|
|
2025
Q1 | $8.5M | Sell |
41,161
-16,930
| -29% | -$3.5M | 0.7% | 40 |
|
|
2024
Q4 | $13.5M | Sell |
58,091
-2,349
| -4% | -$546K | 1.1% | 16 |
|
|
2024
Q3 | $13.6M | Sell |
60,440
-2,232
| -4% | -$504K | 1.13% | 19 |
|
|
2024
Q2 | $14.2M | Sell |
62,672
-2,943
| -4% | -$666K | 1.26% | 16 |
|
|
2024
Q1 | $13.7M | Buy |
65,615
+917
| +1% | +$191K | 1.26% | 14 |
|
|
2023
Q4 | $12.5M | Buy |
64,698
+43,036
| +199% | +$8.28M | 1.78% | 12 |
|
|
2023
Q3 | $3.55M | Buy |
+21,662
| New | +$3.55M | 0.63% | 57 |
|