Capstone Wealth Management Group (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,129
| Closed | -$1.17M | – | 62 |
|
|
2023
Q1 | $1.17M | Sell |
14,129
-2,174
| -13% | -$180K | 1.3% | 16 |
|
|
2022
Q4 | $1.43M | Sell |
16,303
-1,712
| -10% | -$150K | 1.53% | 17 |
|
|
2022
Q3 | $1.3M | Sell |
18,015
-1,328
| -7% | -$95.6K | 1.66% | 17 |
|
|
2022
Q2 | $1.38M | Sell |
19,343
-6,115
| -24% | -$437K | 1.67% | 16 |
|
|
2022
Q1 | $1.95M | Buy |
25,458
+3,188
| +14% | +$244K | 1.94% | 14 |
|
|
2021
Q4 | $1.24M | Buy |
+22,270
| New | +$1.24M | 1% | 23 |
|