Pinnacle Wealth Planning Services’s Technology Select Sector SPDR Fund XLK Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$684K	Hold
2025 Q1	$558K	Buy
2024 Q4	$512K	Buy
2021 Q1	–	Sell
2020 Q4	$41K	Buy