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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-27,926	Closed	-$1.65M	–	62
2023 Q3	$1.65M	Buy	27,926 +2,021	+8%	+$119K	1.7%	17
2023 Q2	$1.7M	Buy	+25,905	New	+$1.7M	1.75%	16