Cornerstone Wealth Group, LLC XLU Holdings History
Cornerstone Wealth Group, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Cornerstone Wealth Group, LLC held 96,101.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $7.58 Mil. This investment constitutes 0.63% of their stock portfolio, and Cornerstone Wealth Group, LLC now holds 0.04% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2021Q2. And since then Cornerstone Wealth Group, LLC has made 7 purchases of XLU, at an average price of $67.25, for a total of 610,538.00 shares. In addition, there have been 5 sales at an average price of $68.24 for 514,437.00 shares. Based on historical transaction data and XLU's current price of $83.75, Cornerstone Wealth Group, LLC's estimated gain on his XLU holdings is $2.10 Mil, reflecting a 5.11% gain to date.
Cornerstone Wealth Group, LLC XLU ($83.75) Holding Chart
Cornerstone Wealth Group, LLC XLU ($83.75) 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 % | |||
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