Cornerstone Wealth Management, LLC Utilities Sector Spdr Transaction History

Cornerstone Wealth Management, LLC

  • $1.39 Billion
  • Q3 2024

A detailed history of Cornerstone Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 2,482 shares of XLU stock, worth $196,772. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,482
Holding current value
$196,772
% of portfolio
0.01%

Shares

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

Oct 16, 2024
BUY
$67.67 - $80.78 $167,956 - $200,495
2,482 New
2,482 $200,000
Q1 2023

May 15, 2023
BUY
$63.7 - $72.08 $13,568 - $15,353
213 Added 6.08%
3,718 $251,000
Q3 2022

Oct 14, 2022
BUY
$65.51 - $78.12 $2,161 - $2,577
33 Added 0.95%
3,505 $230,000
Q2 2022

Aug 04, 2022
BUY
$64.87 - $76.96 $32,824 - $38,941
506 Added 17.06%
3,472 $243,000
Q1 2022

Apr 21, 2022
BUY
$65.03 - $74.54 $192,878 - $221,085
2,966 New
2,966 $221,000
Q4 2021

Feb 14, 2022
SELL
$63.88 - $71.58 $204,096 - $228,698
-3,195 Closed
0 $0
Q3 2021

Nov 12, 2021
SELL
$63.56 - $70.07 $17,669 - $19,479
-278 Reduced 8.0%
3,195 $204,000
Q2 2021

Aug 09, 2021
SELL
$63.23 - $67.72 $10,685 - $11,444
-169 Reduced 4.64%
3,473 $220,000
Q1 2021

Apr 30, 2021
SELL
$58.36 - $64.15 $119,813 - $131,699
-2,053 Reduced 36.05%
3,642 $233,000
Q4 2020

Jan 29, 2021
SELL
$59.98 - $66.76 $25,731 - $28,640
-429 Reduced 7.01%
5,695 $357,000
Q3 2020

Oct 13, 2020
SELL
$56.7 - $61.49 $629,483 - $682,661
-11,102 Reduced 64.45%
6,124 $364,000
Q2 2020

Jul 16, 2020
SELL
$51.79 - $62.83 $381,226 - $462,491
-7,361 Reduced 29.94%
17,226 $972,000
Q1 2020

May 13, 2020
BUY
$44.93 - $70.98 $1.1 Million - $1.75 Million
24,587 New
24,587 $1.36 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-97,317 Closed
0 $0
Q3 2018

Oct 19, 2018
BUY
N/A
3,961 Added 4.24%
97,317 $1.82 Million
Q2 2018

Jul 20, 2018
BUY
N/A
93,356 New
93,356 $1.78 Million

Others Institutions Holding XLU

# of Institutions
1,422
Shares Held
166M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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