Pinnacle Wealth Management Group’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-36,457
Closed -$1.42M 130
2021
Q4
$1.42M Sell
36,457
-7,298
-17% -$285K 1.06% 28
2021
Q3
$1.64M Buy
43,755
+2,325
+6% +$87.3K 1.23% 26
2021
Q2
$1.52M Buy
+41,430
New +$1.52M 1.11% 28