PFA
Pinnacle Family Advisors’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
+3,215
| New | +$273K | 0.13% | 104 |
|
|
2025
Q1 | – | Sell |
-4,290
| Closed | -$367K | – | 127 |
|
|
2024
Q4 | $367K | Buy |
+4,290
| New | +$367K | 0.18% | 82 |
|
|
2024
Q3 | – | Sell |
-4,723
| Closed | -$430K | – | 131 |
|
|
2024
Q2 | $430K | Buy |
+4,723
| New | +$430K | 0.24% | 67 |
|
|
2024
Q1 | – | Sell |
-5,487
| Closed | -$460K | – | 115 |
|
|
2023
Q4 | $460K | Sell |
5,487
-2,640
| -32% | -$221K | 0.27% | 57 |
|
|
2023
Q3 | $735K | Buy |
+8,127
| New | +$735K | 0.42% | 38 |
|
|
2020
Q3 | – | Sell |
-6,200
| Closed | -$235K | – | 91 |
|
|
2020
Q2 | $235K | Buy |
+6,200
| New | +$235K | 0.21% | 64 |
|