Pinnacle Wealth Management Group’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-7,490	Closed	-$211K	–	113
2024 Q1	$211K	Sell	7,490 -2,287	-23%	-$64.6K	0.16%	97
2023 Q4	$279K	Sell	9,777 -924	-9%	-$25.6K	0.23%	79
2023 Q3	$295K	Sell	10,701 -430	-4%	-$12K	0.27%	73
2023 Q2	$315K	Sell	11,131 -100	-0.9%	-$2.88K	0.28%	71
2023 Q1	$325K	Sell	11,231 -6,772	-38%	-$194K	0.28%	74
2022 Q4	$508K	Sell	18,003 -300	-2%	-$8.46K	0.45%	50
2022 Q3	$515K	Sell	18,303 -150	-0.8%	-$4.39K	0.45%	47
2022 Q2	$544K	Sell	18,453 -1,500	-8%	-$44.3K	0.46%	49
2022 Q1	$604K	Sell	19,953 -5,509	-22%	-$172K	0.45%	52
2021 Q4	$816K	Sell	25,462 -1,547	-6%	-$49.7K	0.6%	44
2021 Q3	$873K	Sell	27,009 -6,551	-20%	-$214K	0.66%	39
2021 Q2	$1.09M	Buy	+33,560	New	+$1.08M	0.79%	35