Canterbury Portfolio Thermostat Fund XLK Holdings History
Canterbury Portfolio Thermostat Fund's Technology Select Sector SPDR ETF Holding Summary
As of 2025-04-30, Capitol Series Trust held 2,135.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $448,290.00. This investment constitutes 6.46% of their stock portfolio, and Capitol Series Trust now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2020Q2. And since then Canterbury Portfolio Thermostat Fund has made 5 purchases of XLK, at an average price of $117.49, for a total of 46,585.00 shares. In addition, there have been 6 sales at an average price of $139.44 for 44,450.00 shares. Based on historical transaction data and XLK's current price of $258.69, Canterbury Portfolio Thermostat Fund's estimated gain on his XLK holdings is $1.28 Mil, reflecting a 23.33% gain to date.
Canterbury Portfolio Thermostat Fund XLK ($258.69) Holding Chart
Canterbury Portfolio Thermostat Fund XLK ($258.69) 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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