Capital Advisory Group Advisory Services, LLC XLE Holdings History
Capital Advisory Group Advisory Services, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-06-30, Capital Advisory Group Advisory Services, LLC held 15,544.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $1.32 Mil. This investment constitutes 0.47% of their stock portfolio, and Capital Advisory Group Advisory Services, LLC now holds 0% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2018Q2. And since then Capital Advisory Group Advisory Services, LLC has made 8 purchases of XLE, at an average price of $70.24, for a total of 58,491.00 shares. In addition, there have been 8 sales at an average price of $61.51 for 42,947.00 shares. Based on historical transaction data and XLE's current price of $89.13, Capital Advisory Group Advisory Services, LLC's estimated gain on his XLE holdings is $-81,677.05, reflecting a -1.99% gain to date.
Capital Advisory Group Advisory Services, LLC XLE ($89.13) Holding Chart
Capital Advisory Group Advisory Services, LLC XLE ($89.13) 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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