PWMG
XLE icon

Pinnacle Wealth Management Group’s Energy Select Sector SPDR Fund XLE Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-21,347
Closed -$1.19M 129
2021
Q4
$1.19M Sell
21,347
-5,973
-22% -$332K 0.88% 32
2021
Q3
$1.42M Buy
27,320
+3,701
+16% +$193K 1.07% 30
2021
Q2
$1.27M Buy
+23,619
New +$1.27M 0.93% 33