Pinnacle Family Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
+1,949
| New | +$263K | 0.13% | 107 |
|
|
2024
Q4 | – | Sell |
-2,934
| Closed | -$452K | – | 133 |
|
|
2024
Q3 | $452K | Buy |
+2,934
| New | +$452K | 0.23% | 77 |
|
|
2024
Q2 | – | Sell |
-1,614
| Closed | -$238K | – | 128 |
|
|
2024
Q1 | $238K | Sell |
1,614
-1,990
| -55% | -$294K | 0.13% | 90 |
|
|
2023
Q4 | $492K | Sell |
3,604
-1,965
| -35% | -$268K | 0.29% | 53 |
|
|
2023
Q3 | $717K | Buy |
5,569
+1,770
| +47% | +$228K | 0.41% | 40 |
|
|
2023
Q2 | $504K | Buy |
+3,799
| New | +$504K | 0.27% | 66 |
|