PFA
Pinnacle Family Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
4,593
-2,736
| -37% | -$223K | 0.18% | 83 |
|
|
2025
Q1 | $578K | Sell |
7,329
-13,333
| -65% | -$1.05M | 0.31% | 58 |
|
|
2024
Q4 | $1.56M | Buy |
20,662
+9,179
| +80% | +$695K | 0.76% | 34 |
|
|
2024
Q3 | $928K | Buy |
11,483
+4,935
| +75% | +$399K | 0.48% | 44 |
|
|
2024
Q2 | $446K | Buy |
+6,548
| New | +$446K | 0.25% | 61 |
|