Pinnacle Family Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
+1,323
| New | +$335K | 0.16% | 90 |
|
|
2024
Q4 | – | Sell |
-1,920
| Closed | -$433K | – | 132 |
|
|
2024
Q3 | $433K | Buy |
1,920
+569
| +42% | +$128K | 0.22% | 82 |
|
|
2024
Q2 | $306K | Sell |
1,351
-836
| -38% | -$189K | 0.17% | 89 |
|
|
2024
Q1 | $455K | Sell |
2,187
-7,910
| -78% | -$1.65M | 0.24% | 62 |
|
|
2023
Q4 | $1.94M | Buy |
10,097
+3,605
| +56% | +$694K | 1.14% | 22 |
|
|
2023
Q3 | $1.06M | Sell |
6,492
-8,992
| -58% | -$1.47M | 0.61% | 24 |
|
|
2023
Q2 | $2.69M | Buy |
+15,484
| New | +$2.69M | 1.45% | 16 |
|