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Capstone Wealth Management Group (Oregon)’s Energy Select Sector SPDR Fund XLE Stock Holding History

Capstone Wealth Management Group (Oregon)’s Portfolio XLE Stock Details XLE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.35M Sell
27,752
-1,642
-6% -$139K 1.71% 18
2025
Q1 		$2.75M Sell
29,394
-2,970
-9% -$278K 2.19% 15
2024
Q4 		$2.77M Buy
+32,364
New +$2.77M 2.11% 14