PWMG
Pinnacle Wealth Management Group’s SPDR DoubleLine Total Return Tactical ETF TOTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-6,135
| Closed | -$259K | – | 119 |
|
|
2022
Q2 | $259K | Sell |
6,135
-625
| -9% | -$26.4K | 0.22% | 93 |
|
|
2022
Q1 | $303K | Sell |
6,760
-20
| -0.3% | -$896 | 0.23% | 96 |
|
|
2021
Q4 | $321K | Hold |
6,780
| – | – | 0.24% | 95 |
|
|
2021
Q3 | $328K | Sell |
6,780
-3,500
| -34% | -$169K | 0.25% | 91 |
|
|
2021
Q2 | $498K | Buy |
+10,280
| New | +$498K | 0.36% | 69 |
|