Pinnacle Wealth Planning Services’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,410
Closed -$206K 483
2025
Q1
$206K Buy
+1,410
New +$206K 0.03% 361
2021
Q1
Sell
-66
Closed -$7K 1987
2020
Q4
$7K Buy
+66
New +$7K ﹤0.01% 1549