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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$684K	Hold	2,703	–	–	0.09%	138
2025 Q1	$558K	Buy	2,703 +500	+23%	+$103K	0.08%	147
2024 Q4	$512K	Buy	+2,203	New	+$512K	0.08%	153
2021 Q1	–	Sell	-318	Closed	-$41K	–	1983
2020 Q4	$41K	Buy	+318	New	+$41K	0.01%	883