Pinnacle Wealth Planning Services’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$416K	Buy	7,943 +181	+2%	+$9.48K	0.05%	231
2025 Q1	$387K	Buy	7,762 +348	+5%	+$17.3K	0.06%	209
2024 Q4	$358K	Buy	+7,414	New	+$358K	0.05%	215
2021 Q1	–	Sell	-134	Closed	-$4K	–	1980
2020 Q4	$4K	Buy	+134	New	+$4K	﹤0.01%	1761