A detailed history of Pinnacle Wealth Management, LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Pinnacle Wealth Management, LLC holds 957 shares of XLK stock, worth $214,281. This represents 0.27% of its overall portfolio holdings.

Number of Shares
957
Previous 1,150 16.78%
Holding current value
$214,281
Previous $239,000 9.62%
% of portfolio
0.27%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$192.53 - $231.41 $37,158 - $44,662
-193 Reduced 16.78%
957 $216,000
Q1 2024

May 03, 2024

SELL
$184.12 - $211.02 $57,261 - $65,627
-311 Reduced 21.29%
1,150 $239,000
Q4 2023

Jan 23, 2024

SELL
$160.19 - $193.07 $103,162 - $124,337
-644 Reduced 30.59%
1,461 $281,000
Q3 2023

Oct 19, 2023

BUY
$161.97 - $180.26 $4,049 - $4,506
25 Added 1.2%
2,105 $345,000
Q2 2023

Aug 10, 2023

BUY
$143.97 - $174.63 $299,457 - $363,230
2,080 New
2,080 $361,000
Q3 2022

Oct 24, 2022

BUY
$118.78 - $151.56 $403,258 - $514,546
3,395 New
3,395 $403,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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