Capstone Wealth Management Group (Pennsylvania)’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-31,012
| Closed | -$4.78M | – | 79 |
|
|
2024
Q3 | $4.78M | Buy |
31,012
+3,373
| +12% | +$520K | 2.83% | 10 |
|
|
2024
Q2 | $4.03M | Buy |
27,639
+1,029
| +4% | +$150K | 2.63% | 10 |
|
|
2024
Q1 | $3.93M | Buy |
26,610
+2,421
| +10% | +$358K | 2.82% | 10 |
|
|
2023
Q4 | $3.3M | Buy |
24,189
+2,741
| +13% | +$374K | 3.12% | 8 |
|
|
2023
Q3 | $2.76M | Buy |
21,448
+2,711
| +14% | +$349K | 2.86% | 8 |
|
|
2023
Q2 | $2.49M | Buy |
+18,737
| New | +$2.49M | 2.57% | 12 |
|