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 $225,813. This represents 0.26% of its overall portfolio holdings.

Number of Shares
957
Previous 957 -0.0%
Holding current value
$225,813
Previous $216,000 -0.0%
% of portfolio
0.26%
Previous 0.27%

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
Track This Portfolio

Track Pinnacle Wealth Management, LLC Portfolio

Follow Pinnacle Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management, LLC with notifications on news.