Capstone Wealth Management Group LLC XLF Holdings History
Capstone Wealth Management Group LLC's Financial Select Sector SPDR Holding Summary
As of 2025-06-30, Capstone Wealth Management Group LLC held 103,023.00 shares of Financial Select Sector SPDR(XLF), totaling $5.40 Mil. This investment constitutes 3.93% of their stock portfolio, and Capstone Wealth Management Group LLC now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $49.84 for 4,671.00 shares. Based on historical transaction data and XLF's current price of $52.80, Capstone Wealth Management Group LLC's estimated gain on his XLF holdings is $460,045.74, reflecting a 8.83% gain to date.
Capstone Wealth Management Group LLC XLF ($52.80) Holding Chart
Capstone Wealth Management Group LLC XLF ($52.80) 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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