PWMG
Pinnacle Wealth Management Group’s SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7,490
| Closed | -$211K | – | 113 |
|
|
2024
Q1 | $211K | Sell |
7,490
-2,287
| -23% | -$64.4K | 0.16% | 97 |
|
|
2023
Q4 | $279K | Sell |
9,777
-924
| -9% | -$26.4K | 0.23% | 79 |
|
|
2023
Q3 | $295K | Sell |
10,701
-430
| -4% | -$11.8K | 0.27% | 73 |
|
|
2023
Q2 | $315K | Sell |
11,131
-100
| -0.9% | -$2.83K | 0.28% | 71 |
|
|
2023
Q1 | $325K | Sell |
11,231
-6,772
| -38% | -$196K | 0.28% | 74 |
|
|
2022
Q4 | $508K | Sell |
18,003
-300
| -2% | -$8.47K | 0.45% | 50 |
|
|
2022
Q3 | $515K | Sell |
18,303
-150
| -0.8% | -$4.22K | 0.45% | 47 |
|
|
2022
Q2 | $544K | Sell |
18,453
-1,500
| -8% | -$44.2K | 0.46% | 49 |
|
|
2022
Q1 | $604K | Sell |
19,953
-5,509
| -22% | -$167K | 0.45% | 52 |
|
|
2021
Q4 | $816K | Sell |
25,462
-1,547
| -6% | -$49.6K | 0.6% | 44 |
|
|
2021
Q3 | $873K | Sell |
27,009
-6,551
| -20% | -$212K | 0.66% | 39 |
|
|
2021
Q2 | $1.09M | Buy |
+33,560
| New | +$1.09M | 0.79% | 35 |
|