Canterbury Portfolio Thermostat Fund XLF Holdings History
Canterbury Portfolio Thermostat Fund's Financial Select Sector SPDR Holding Summary
As of 2025-04-30, Capitol Series Trust held 8,000.00 shares of Financial Select Sector SPDR(XLF), totaling $390,080.00. This investment constitutes 5.62% of their stock portfolio, and Capitol Series Trust now holds 0% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2021Q1. And since then Canterbury Portfolio Thermostat Fund has made 3 purchases of XLF, at an average price of $34.24, for a total of 92,485.00 shares. In addition, there have been 2 sales at an average price of $37.22 for 84,485.00 shares. Based on historical transaction data and XLF's current price of $51.98, Canterbury Portfolio Thermostat Fund's estimated gain on his XLF holdings is $394,188.55, reflecting a 12.45% gain to date.
Canterbury Portfolio Thermostat Fund XLF ($51.98) Holding Chart
Canterbury Portfolio Thermostat Fund XLF ($51.98) 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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