Canterbury Portfolio Thermostat Fund XLE Holdings History
Canterbury Portfolio Thermostat Fund's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-04-30, Capitol Series Trust held - shares of The Energy Select Sector SPDR Fund(XLE), totaling N/A. This investment constitutes 0% of their stock portfolio, and Capitol Series Trust now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2022Q1. And since then Canterbury Portfolio Thermostat Fund has made 6 purchases of XLE, at an average price of $73.50, for a total of 50,495.00 shares. In addition, there have been 4 sales at an average price of $82.14 for 50,495.00 shares. Based on historical transaction data and XLE's current price of $86.66, Canterbury Portfolio Thermostat Fund's estimated gain on his XLE holdings is $435,847.25, reflecting a 11.74% gain to date.
Canterbury Portfolio Thermostat Fund XLE ($86.66) Holding Chart
Canterbury Portfolio Thermostat Fund XLE ($86.66) 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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