PWMAG
Pinnacle Wealth Management Advisory Group’s The Communication Services Select Sector SPDR Fund XLC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Hold |
6,741
| – | – | 0.06% | 176 |
|
|
2025
Q1 | $650K | Hold |
6,741
| – | – | 0.06% | 178 |
|
|
2024
Q4 | $653K | Hold |
6,741
| – | – | 0.06% | 173 |
|
|
2024
Q3 | $609K | Hold |
6,741
| – | – | 0.06% | 174 |
|
|
2024
Q2 | $577K | Buy |
6,741
+826
| +14% | +$70.8K | 0.06% | 176 |
|
|
2024
Q1 | $483K | Sell |
5,915
-52
| -0.9% | -$4.25K | 0.05% | 194 |
|
|
2023
Q4 | $434K | Buy |
5,967
+2,887
| +94% | +$210K | 0.05% | 204 |
|
|
2023
Q3 | $202K | Hold |
3,080
| – | – | 0.03% | 298 |
|
|
2023
Q2 | $200K | Buy |
+3,080
| New | +$200K | 0.02% | 310 |
|
|
2018
Q4 | – | Sell |
-6,325
| Closed | -$310K | – | 180 |
|
|
2018
Q3 | $310K | Buy |
+6,325
| New | +$310K | 0.15% | 117 |
|