Pinnacle Wealth Planning Services’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$370K Hold
2025
Q2
$382K Hold
2025
Q1
$385K Sell
2024
Q4
$387K Buy
2021
Q1
Sell
2020
Q4
$8K Buy