CAPSTONE WEALTH MANAGEMENT GROUP, LLC XLP Holdings History
CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Consumer Staples Select Sector SPDR Holding Summary
As of 2025-03-31, CAPSTONE WEALTH MANAGEMENT GROUP, LLC held 8,585.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $701,100.00. This investment constitutes 0.4% of their stock portfolio, and CAPSTONE WEALTH MANAGEMENT GROUP, LLC now holds 0% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2023Q2. And since then CAPSTONE WEALTH MANAGEMENT GROUP, LLC has made 5 purchases of XLP, at an average price of $75.18, for a total of 52,433.00 shares. In addition, there have been 3 sales at an average price of $79.58 for 43,848.00 shares. Based on historical transaction data and XLP's current price of $82.18, CAPSTONE WEALTH MANAGEMENT GROUP, LLC's estimated gain on his XLP holdings is $253,324.27, reflecting a 6.43% gain to date.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC XLP ($82.18) Holding Chart
CAPSTONE WEALTH MANAGEMENT GROUP, LLC XLP ($82.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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