Capstone Wealth Management Group LLC XLK Holdings History
Capstone Wealth Management Group LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-06-30, Capstone Wealth Management Group LLC held 23,676.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $6.00 Mil. This investment constitutes 4.36% of their stock portfolio, and Capstone Wealth Management Group LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $223.05 for 2,518.00 shares. Based on historical transaction data and XLK's current price of $260.89, Capstone Wealth Management Group LLC's estimated gain on his XLK holdings is $638,684.28, reflecting a 10.47% gain to date.
Capstone Wealth Management Group LLC XLK ($260.89) Holding Chart
Capstone Wealth Management Group LLC XLK ($260.89) 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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