Pinnacle Wealth Management Group’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-23,014
Closed -$1.65M 132
2021
Q4
$1.65M Sell
23,014
-3,306
-13% -$237K 1.22% 26
2021
Q3
$1.68M Buy
26,320
+740
+3% +$47.3K 1.26% 24
2021
Q2
$1.62M Buy
+25,580
New +$1.62M 1.18% 26