Capstone Financial Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$207K Buy
2,560
+8
+0.3% +$648 0.01% 156
2025
Q1
$208K Sell
2,552
-46
-2% -$3.76K 0.01% 138
2024
Q4
$204K Sell
2,598
-93
-3% -$7.31K 0.01% 140
2024
Q3
$223K Buy
+2,691
New +$223K 0.01% 130