A detailed history of Capstone Wealth Management Group, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 51,203 shares of XLP stock, worth $3.89 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares
51,203
Previous 44,804 14.28%
Holding current value
$3.89 Million
Previous $3.43 Million 13.47%
% of portfolio
2.29%
Previous 2.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$76.04 - $76.04 $486,579 - $486,579
6,399 Added 14.28%
51,203 $3.89 Million
Q2 2024

Aug 09, 2024

BUY
$73.08 - $78.4 $201,262 - $215,913
2,754 Added 6.55%
44,804 $3.43 Million
Q1 2024

Apr 18, 2024

BUY
$71.59 - $76.36 $380,071 - $405,395
5,309 Added 14.45%
42,050 $3.21 Million
Q4 2023

Jan 11, 2024

SELL
$66.22 - $72.3 $81,450 - $88,929
-1,230 Reduced 3.24%
36,741 $2.65 Million
Q3 2023

Nov 09, 2023

BUY
$68.8 - $76.1 $338,633 - $374,564
4,922 Added 14.89%
37,971 $2.61 Million
Q2 2023

Jul 27, 2023

BUY
$72.59 - $77.5 $2.4 Million - $2.56 Million
33,049 New
33,049 $2.45 Million

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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