Pinnacle Wealth Management Advisory Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.07M | Sell |
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|
2025
Q2 | $1.88M | Sell |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $1.76M | Buy |
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|
2024
Q3 | $1.38M | Buy |
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|
2024
Q2 | $1.38M | Sell |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $920K | Buy |
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|
2022
Q4 | $758K | Buy |
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|
2022
Q3 | $696K | Sell |
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|
2022
Q2 | $1.81M | Buy |
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|
2022
Q1 | $931K | Buy |
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|
2021
Q4 | $1.02M | Buy |
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|
2021
Q3 | $572K | Sell |
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|
2021
Q2 | $606K | Hold |
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|
2021
Q1 | $545K | Buy |
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|
2020
Q4 | $525K | Buy |
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|
2020
Q3 | $454K | Buy |
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|
2020
Q2 | $340K | Sell |
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|
2020
Q1 | $277K | Hold |
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|
2019
Q4 | $316K | Sell |
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|
2019
Q3 | $289K | Hold |
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|
2019
Q2 | $280K | Hold |
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|
2019
Q1 | $266K | Hold |
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|
2018
Q4 | $223K | Hold |
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|
2018
Q3 | $271K | Hold |
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|
2018
Q2 | $250K | Sell |
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|
2018
Q1 | $250K | Sell |
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|
2017
Q4 | $267K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $220K | Hold |
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|
2016
Q3 | $217K | Buy |
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