Cornerstone Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $213K | Sell |
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|
2025
Q2 | $214K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $200K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $221K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $204K | Sell |
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|
2021
Q2 | $220K | Sell |
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|
2021
Q1 | $233K | Sell |
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|
2020
Q4 | $357K | Sell |
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|
2020
Q3 | $364K | Sell |
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|
2020
Q2 | $972K | Sell |
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|
2020
Q1 | $1.36M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.82M | Buy |
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|
2018
Q2 | $1.78M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $205K | Buy |
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|
2016
Q1 | $218K | Buy |
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