Capstone Wealth Management Group (Pennsylvania)’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Sell |
4,000
-4,585
| -53% | -$371K | 0.31% | 43 |
|
|
2025
Q1 | $701K | Sell |
8,585
-40,352
| -82% | -$3.3M | 0.4% | 47 |
|
|
2024
Q4 | $3.85M | Sell |
48,937
-2,266
| -4% | -$178K | 2.06% | 14 |
|
|
2024
Q3 | $4.25M | Buy |
51,203
+6,399
| +14% | +$531K | 2.52% | 12 |
|
|
2024
Q2 | $3.43M | Buy |
44,804
+2,754
| +7% | +$211K | 2.24% | 13 |
|
|
2024
Q1 | $3.21M | Buy |
42,050
+5,309
| +14% | +$405K | 2.3% | 11 |
|
|
2023
Q4 | $2.65M | Sell |
36,741
-1,230
| -3% | -$88.6K | 2.5% | 11 |
|
|
2023
Q3 | $2.61M | Buy |
37,971
+4,922
| +15% | +$339K | 2.71% | 11 |
|
|
2023
Q2 | $2.45M | Buy |
+33,049
| New | +$2.45M | 2.53% | 13 |
|