PWMAG
Pinnacle Wealth Management Advisory Group’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-9,415
| Closed | -$284K | – | 299 |
|
2022
Q1 | $284K | Hold |
9,415
| – | – | 0.04% | 232 |
|
2021
Q4 | $292K | Hold |
9,415
| – | – | 0.05% | 214 |
|
2021
Q3 | $294K | Hold |
9,415
| – | – | 0.07% | 182 |
|
2021
Q2 | $295K | Hold |
9,415
| – | – | 0.07% | 180 |
|
2021
Q1 | $295K | Hold |
9,415
| – | – | 0.08% | 155 |
|
2020
Q4 | $296K | Hold |
9,415
| – | – | 0.09% | 150 |
|
2020
Q3 | $295K | Sell |
9,415
-500
| -5% | -$15.7K | 0.1% | 148 |
|
2020
Q2 | $311K | Hold |
9,915
| – | – | 0.12% | 138 |
|
2020
Q1 | $300K | Buy |
+9,915
| New | +$300K | 0.15% | 117 |
|