Capstone Wealth Management Group (Pennsylvania)’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-19,591
Closed -$616K 63
2022
Q2
$616K Buy
19,591
+1,265
+7% +$39.8K 0.74% 31
2022
Q1
$702K Buy
18,326
+600
+3% +$23K 0.7% 33
2021
Q4
$692K Buy
+17,726
New +$692K 0.56% 36