Pinnacle Wealth Management Advisory Group’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $300K | Sell |
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|
2025
Q2 | $300K | Buy |
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|
2025
Q1 | $322K | Buy |
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|
2024
Q4 | $278K | Buy |
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|
2024
Q3 | $284K | Sell |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $343K | Sell |
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|
2023
Q4 | $466K | Sell |
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|
2023
Q3 | $522K | Sell |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $568K | Buy |
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|
2022
Q4 | $583K | Buy |
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|
2022
Q3 | $479K | Sell |
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|
2022
Q2 | $621K | Sell |
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|
2022
Q1 | $676K | Buy |
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|
2021
Q4 | $420K | Buy |
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|
2021
Q3 | $388K | Sell |
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|
2021
Q2 | $748K | Buy |
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|
2021
Q1 | $308K | Sell |
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|
2020
Q4 | $239K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Hold |
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|
2019
Q3 | $212K | Sell |
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|
2019
Q2 | $368K | Sell |
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|
2019
Q1 | $388K | Buy |
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|
2018
Q4 | $280K | Buy |
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|
2018
Q3 | $220K | Sell |
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|
2018
Q2 | $328K | Buy |
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|
2018
Q1 | $258K | Hold |
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|
2017
Q4 | $276K | Sell |
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|
2017
Q3 | $265K | Sell |
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|
2017
Q2 | $256K | Sell |
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|
2017
Q1 | $277K | Sell |
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|
2016
Q4 | $306K | Hold |
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|
2016
Q3 | $287K | Sell |
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|
2016
Q2 | $279K | Sell |
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|
2016
Q1 | $395K | Buy |
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|
2015
Q4 | $306K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $453K | Sell |
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|
2014
Q4 | $469K | Buy |
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