Pinnacle Wealth Management Advisory Group’s Industrial Select Sector SPDR Fund XLI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Sell |
3,670
-750
| -17% | -$111K | 0.04% | 205 |
|
|
2025
Q1 | $579K | Buy |
4,420
+750
| +20% | +$98.3K | 0.05% | 189 |
|
|
2024
Q4 | $484K | Sell |
3,670
-42
| -1% | -$5.53K | 0.05% | 204 |
|
|
2024
Q3 | $503K | Sell |
3,712
-10
| -0.3% | -$1.36K | 0.05% | 200 |
|
|
2024
Q2 | $454K | Sell |
3,722
-400
| -10% | -$48.8K | 0.05% | 205 |
|
|
2024
Q1 | $519K | Sell |
4,122
-519
| -11% | -$65.4K | 0.06% | 185 |
|
|
2023
Q4 | $529K | Sell |
4,641
-1,000
| -18% | -$114K | 0.06% | 176 |
|
|
2023
Q3 | $572K | Buy |
5,641
+18
| +0.3% | +$1.83K | 0.07% | 163 |
|
|
2023
Q2 | $603K | Buy |
5,623
+447
| +9% | +$48K | 0.08% | 161 |
|
|
2023
Q1 | $524K | Buy |
5,176
+1,195
| +30% | +$121K | 0.07% | 173 |
|
|
2022
Q4 | $391K | Sell |
3,981
-254
| -6% | -$24.9K | 0.06% | 195 |
|
|
2022
Q3 | $351K | Buy |
4,235
+151
| +4% | +$12.5K | 0.06% | 196 |
|
|
2022
Q2 | $357K | Buy |
4,084
+1,043
| +34% | +$91.2K | 0.06% | 203 |
|
|
2022
Q1 | $313K | Sell |
3,041
-34
| -1% | -$3.5K | 0.05% | 222 |
|
|
2021
Q4 | $325K | Buy |
3,075
+1,008
| +49% | +$107K | 0.05% | 207 |
|
|
2021
Q3 | $202K | Buy |
2,067
+1
| +0% | +$98 | 0.05% | 212 |
|
|
2021
Q2 | $212K | Buy |
+2,066
| New | +$212K | 0.05% | 208 |
|