Cornerstone Wealth Group, LLC XLP Holdings History
Cornerstone Wealth Group, LLC's Consumer Staples Select Sector SPDR Holding Summary
As of 2025-03-31, Cornerstone Wealth Group, LLC held 98,164.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $8.02 Mil. This investment constitutes 0.66% of their stock portfolio, and Cornerstone Wealth Group, LLC now holds 0.05% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2019Q2. And since then Cornerstone Wealth Group, LLC has made 7 purchases of XLP, at an average price of $68.27, for a total of 454,452.00 shares. In addition, there have been 8 sales at an average price of $70.51 for 356,288.00 shares. Based on historical transaction data and XLP's current price of $80.89, Cornerstone Wealth Group, LLC's estimated gain on his XLP holdings is $2.04 Mil, reflecting a 6.57% gain to date.
Cornerstone Wealth Group, LLC XLP ($80.89) Holding Chart
Cornerstone Wealth Group, LLC XLP ($80.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
