Pinnacle Wealth Management Advisory Group’s SPDR S&P Homebuilders ETF XHB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$256K Hold
2,598
0.02% 322
2025
Q1
$252K Hold
2,598
0.02% 303
2024
Q4
$272K Buy
2,598
+63
+2% +$6.59K 0.03% 297
2024
Q3
$316K Hold
2,535
0.03% 269
2024
Q2
$256K Hold
2,535
0.03% 293
2024
Q1
$283K Buy
2,535
+35
+1% +$3.91K 0.03% 271
2023
Q4
$239K Buy
+2,500
New +$239K 0.03% 291
2023
Q3
Sell
-2,615
Closed -$210K 335
2023
Q2
$210K Buy
+2,615
New +$210K 0.03% 304
2022
Q1
Sell
-2,765
Closed -$237K 284
2021
Q4
$237K Buy
+2,765
New +$237K 0.04% 238
2021
Q3
Sell
-2,765
Closed -$203K 224
2021
Q2
$203K Buy
+2,765
New +$203K 0.05% 216