Pinnacle Wealth Management Group’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-30,389
Closed -$1.57M 131
2021
Q4
$1.57M Sell
30,389
-5,041
-14% -$261K 1.17% 27
2021
Q3
$1.58M Buy
35,430
+494
+1% +$22K 1.18% 28
2021
Q2
$1.55M Buy
+34,936
New +$1.55M 1.13% 27