Pinnacle Wealth Management Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.48M | Buy |
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|
2025
Q2 | $2.18M | Buy |
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|
2025
Q1 | $2.28M | Buy |
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|
2024
Q4 | $2.11M | Buy |
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|
2024
Q3 | $2.17M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $247K | Sell |
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|
2021
Q3 | $412K | Sell |
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|
2021
Q2 | $460K | Buy |
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