A detailed history of Cornerstone Planning Group LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 729 shares of XLK stock, worth $168,493. This represents 0.04% of its overall portfolio holdings.

Number of Shares
729
Previous 807 9.67%
Holding current value
$168,493
Previous $160 Million 6.67%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$197.34 - $237.68 $15,392 - $18,539
-78 Reduced 9.67%
729 $170 Million
Q2 2024

Aug 13, 2024

BUY
$192.53 - $231.41 $31,574 - $37,951
164 Added 25.51%
807 $160 Million
Q1 2024

May 07, 2024

BUY
$184.12 - $211.02 $6,444 - $7,385
35 Added 5.76%
643 $130 Million
Q4 2023

Feb 12, 2024

BUY
$160.19 - $193.07 $19,703 - $23,747
123 Added 25.36%
608 $117 Million
Q2 2023

Aug 15, 2023

SELL
$143.97 - $174.63 $35,560 - $43,133
-247 Reduced 33.74%
485 $84.3 Million
Q4 2022

Feb 14, 2023

BUY
$116.56 - $136.15 $85,321 - $99,661
732 New
732 $93.6 Million

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.