PWMG
Pinnacle Wealth Management Group’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Sell |
10,403
-160
| -2% | -$4.69K | 0.17% | 94 |
|
|
2025
Q1 | $309K | Sell |
10,563
-250
| -2% | -$7.31K | 0.22% | 80 |
|
|
2024
Q4 | $314K | Sell |
10,813
-650
| -6% | -$18.9K | 0.2% | 87 |
|
|
2024
Q3 | $337K | Buy |
11,463
+550
| +5% | +$16.2K | 0.21% | 87 |
|
|
2024
Q2 | $315K | Hold |
10,913
| – | – | 0.21% | 78 |
|
|
2024
Q1 | $316K | Hold |
10,913
| – | – | 0.23% | 77 |
|
|
2023
Q4 | $317K | Sell |
10,913
-336
| -3% | -$9.76K | 0.26% | 73 |
|
|
2023
Q3 | $323K | Hold |
11,249
| – | – | 0.29% | 65 |
|
|
2023
Q2 | $324K | Sell |
11,249
-605
| -5% | -$17.4K | 0.28% | 68 |
|
|
2023
Q1 | $346K | Sell |
11,854
-8,233
| -41% | -$241K | 0.3% | 68 |
|
|
2022
Q4 | $580K | Sell |
20,087
-170
| -0.8% | -$4.91K | 0.51% | 47 |
|
|
2022
Q3 | $586K | Sell |
20,257
-4,000
| -16% | -$116K | 0.52% | 45 |
|
|
2022
Q2 | $714K | Sell |
24,257
-90
| -0.4% | -$2.65K | 0.6% | 41 |
|
|
2022
Q1 | $722K | Sell |
24,347
-3,490
| -13% | -$103K | 0.54% | 43 |
|
|
2021
Q4 | $847K | Sell |
27,837
-77
| -0.3% | -$2.34K | 0.63% | 42 |
|
|
2021
Q3 | $855K | Sell |
27,914
-462
| -2% | -$14.2K | 0.64% | 41 |
|
|
2021
Q2 | $869K | Buy |
+28,376
| New | +$869K | 0.63% | 41 |
|