Capstone Financial Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,806	Closed	-$246K	–	165
2024 Q3	$246K	Buy	2,806 +551	+24%	+$48.4K	0.02%	125
2024 Q2	$206K	Buy	+2,255	New	+$206K	0.01%	135