Pinnacle Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,913
Closed -$246K 47
2023
Q3
$246K Sell
1,913
-322
-14% -$41.5K 0.3% 38
2023
Q2
$297K Buy
+2,235
New +$297K 0.3% 45
2022
Q4
$447K Buy
3,294
+167
+5% +$22.7K 0.54% 45
2022
Q3
$379K Buy
+3,127
New +$379K 0.46% 46