PWMG
Pinnacle Wealth Management Group’s SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,512
| Closed | -$293K | – | 104 |
|
|
2022
Q4 | $293K | Hold |
13,512
| – | – | 0.26% | 80 |
|
|
2022
Q3 | $290K | Sell |
13,512
-4,067
| -23% | -$87.3K | 0.26% | 79 |
|
|
2022
Q2 | $402K | Sell |
17,579
-399
| -2% | -$9.12K | 0.34% | 65 |
|
|
2022
Q1 | $431K | Sell |
17,978
-103,754
| -85% | -$2.49M | 0.32% | 72 |
|
|
2021
Q4 | $3.09M | Sell |
121,732
-11,826
| -9% | -$300K | 2.29% | 11 |
|
|
2021
Q3 | $3.44M | Buy |
133,558
+10,589
| +9% | +$272K | 2.58% | 9 |
|
|
2021
Q2 | $3.18M | Buy |
+122,969
| New | +$3.18M | 2.32% | 11 |
|