Capstone Wealth Management Group, LLC Consumer Staples Sector Spdr Transaction History

Capstone Wealth Management Group, LLC

$185 Million
Q4 2024

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 48,937 shares of XLP stock, worth $3.72 Million. This represents 2.01% of its overall portfolio holdings.

Number of Shares

48,937

Previous 51,203 4.43%

Holding current value

$3.72 Million

Previous $3.89 Million 4.42%

% of portfolio

2.01%

Previous 2.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	N/A	-2,266 Reduced 4.43%	48,937 $3.72 Million
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

# of Institutions

1,312

Shares Held

169M

Call Options Held

13.4M

Put Options Held

18.7M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

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Capstone Wealth Management Group, LLC Consumer Staples Sector Spdr Transaction History