Energy Select Sector SPDR shares owned by Cornerstone Wealth Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Cornerstone Wealth Management
from 13F filings
Historical chart of Cornerstone Wealth Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Cornerstone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 24k | 94.41 |
| 2023-12-31 | $1.9M | 23k | 83.84 |
| 2023-09-30 | $2.1M | 23k | 90.39 |
| 2023-06-30 | $1.8M | 22k | 81.17 |
| 2023-03-31 | $2.0M | 25k | 82.83 |
| 2022-09-30 | $1.6M | 22k | 72.02 |
| 2022-06-30 | $1.7M | 23k | 71.51 |
| 2022-03-31 | $1.1M | 14k | 76.43 |
| 2021-12-31 | $473k | 8.6k | 55.30 |
| 2021-09-30 | $374k | 7.2k | 52.13 |
| 2021-06-30 | $864k | 16k | 53.87 |
| 2021-03-31 | $732k | 15k | 49.04 |
| 2020-09-30 | $201k | 6.7k | 29.99 |
| 2020-06-30 | $242k | 6.4k | 37.83 |
| 2019-12-31 | $272k | 4.5k | 59.98 |
| 2019-09-30 | $430k | 7.3k | 59.16 |
| 2019-06-30 | $578k | 9.1k | 63.25 |
| 2019-03-31 | $3.2M | 10k | 314.18 |
| 2018-12-31 | $693k | 12k | 57.39 |
| 2018-09-30 | $5.5M | 375k | 14.66 |
| 2018-06-30 | $14M | 1.0M | 13.37 |
| 2018-03-31 | $454k | 6.6k | 68.38 |
| 2017-12-31 | $393k | 5.2k | 75.26 |
| 2017-09-30 | $381k | 5.5k | 69.27 |
| 2017-06-30 | $431k | 6.7k | 64.33 |
| 2017-03-31 | $680k | 9.6k | 70.63 |
| 2016-12-31 | $620k | 8.1k | 76.19 |
| 2016-09-30 | $549k | 7.9k | 69.91 |
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