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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Buy
1,878
+1
+0.1% +$148 0.2% 81
2025
Q1
$246K Buy
1,877
+2
+0.1% +$262 0.2% 81
2024
Q4
$247K Buy
+1,875
New +$247K 0.19% 83