Cape Investment Advisory’s SPDR S&P Telecom ETF XTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Sell
1,775
-28
-2% -$3.29K 0.08% 182
2025
Q1
$180K Sell
1,803
-21
-1% -$2.1K 0.07% 187
2024
Q4
$195K Hold
1,824
0.08% 172
2024
Q3
$184K Sell
1,824
-145
-7% -$14.6K 0.07% 176
2024
Q2
$152K Sell
1,969
-172
-8% -$13.3K 0.07% 181
2024
Q1
$159K Buy
2,141
+487
+29% +$36.2K 0.07% 168
2023
Q4
$132K Hold
1,654
0.06% 186
2023
Q3
$117K Buy
1,654
+162
+11% +$11.5K 0.07% 189
2023
Q2
$116K Buy
1,492
+252
+20% +$19.6K 0.06% 190
2023
Q1
$101K Buy
+1,240
New +$101K 0.06% 190