CWMGO
XLV icon

Capstone Wealth Management Group (Oregon)’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Capstone Wealth Management Group (Oregon)’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.12M Sell
23,152
-64
-0.3% -$8.63K 2.27% 12
2025
Q1 		$3.39M Sell
23,216
-2,440
-10% -$356K 2.71% 9
2024
Q4 		$3.53M Buy
+25,656
New +$3.53M 2.68% 9