Pinnacle Wealth Planning Services’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.57M | Buy |
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|
2025
Q2 | $1.48M | Buy |
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|
2025
Q1 | $1.63M | Buy |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $612K | Hold |
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|
2024
Q2 | $636K | Hold |
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|
2024
Q1 | $658K | Hold |
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|
2023
Q4 | $585K | Hold |
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|
2023
Q3 | $630K | Sell |
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|
2023
Q2 | $574K | Hold |
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|
2023
Q1 | $586K | Hold |
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|
2022
Q4 | $619K | Hold |
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|
2022
Q3 | $509K | Hold |
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|
2022
Q2 | $506K | Hold |
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|
2022
Q1 | $541K | Sell |
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|
2021
Q4 | $3.4M | Sell |
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|
2021
Q3 | $3.26M | Buy |
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|
2021
Q2 | $3.3M | Hold |
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|
2021
Q1 | $3.01M | Hold |
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|
2020
Q4 | $2.32M | Hold |
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|
2020
Q3 | $1.83M | Hold |
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|
2020
Q2 | $2.32M | Buy |
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|
2020
Q1 | $205K | Buy |
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