PWPS
Pinnacle Wealth Planning Services’s SPDR DoubleLine Emerging Markets Fixed Income ETF EMTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.6M | Buy |
199,254
+738
| +0.4% | +$31.9K | 1.13% | 14 |
|
|
2025
Q1 | $8.56M | Buy |
198,516
+5,376
| +3% | +$232K | 1.29% | 13 |
|
|
2024
Q4 | $8.13M | Buy |
193,140
+8,311
| +4% | +$350K | 1.22% | 12 |
|
|
2024
Q3 | $8.04M | Buy |
184,829
+2,865
| +2% | +$125K | 1.09% | 12 |
|
|
2024
Q2 | $7.69M | Buy |
181,964
+4,804
| +3% | +$203K | 1.1% | 12 |
|
|
2024
Q1 | $7.47M | Buy |
177,160
+8,136
| +5% | +$343K | 1.1% | 12 |
|
|
2023
Q4 | $7.09M | Buy |
169,024
+1,737
| +1% | +$72.9K | 1.11% | 13 |
|
|
2023
Q3 | $6.71M | Buy |
167,287
+2,352
| +1% | +$94.4K | 1.11% | 14 |
|
|
2023
Q2 | $6.75M | Buy |
164,935
+4,747
| +3% | +$194K | 1.09% | 14 |
|
|
2023
Q1 | $6.55M | Sell |
160,188
-5,936
| -4% | -$243K | 1.09% | 13 |
|
|
2022
Q4 | $6.68M | Buy |
166,124
+55,546
| +50% | +$2.23M | 1.19% | 12 |
|
|
2022
Q3 | $4.25M | Buy |
110,578
+10,805
| +11% | +$415K | 0.79% | 22 |
|
|
2022
Q2 | $4.12M | Buy |
99,773
+14,634
| +17% | +$604K | 0.74% | 22 |
|
|
2022
Q1 | $3.89M | Buy |
85,139
+6,263
| +8% | +$286K | 0.71% | 25 |
|
|
2021
Q4 | $3.85M | Buy |
78,876
+3,515
| +5% | +$172K | 0.75% | 23 |
|
|
2021
Q3 | $3.79M | Buy |
75,361
+2,325
| +3% | +$117K | 0.84% | 21 |
|
|
2021
Q2 | $3.73M | Buy |
73,036
+5,088
| +7% | +$260K | 0.87% | 20 |
|
|
2021
Q1 | $3.42M | Buy |
67,948
+2,261
| +3% | +$114K | 0.88% | 20 |
|
|
2020
Q4 | $3.36M | Buy |
65,687
+198
| +0.3% | +$10.1K | 0.8% | 18 |
|
|
2020
Q3 | $3.27M | Sell |
65,489
-6,292
| -9% | -$314K | 1.08% | 18 |
|
|
2020
Q2 | $3.53M | Buy |
71,781
+20,571
| +40% | +$1.01M | 1.15% | 20 |
|
|
2020
Q1 | $2.33M | Buy |
51,210
+1,936
| +4% | +$88K | 1.11% | 19 |
|
|
2019
Q4 | $2.52M | Sell |
49,274
-8,970
| -15% | -$459K | 1.19% | 14 |
|
|
2019
Q3 | $2.34M | Buy |
58,244
+14,863
| +34% | +$596K | 1.27% | 15 |
|
|
2019
Q2 | $2.22M | Buy |
43,381
+2,709
| +7% | +$139K | 1.34% | 13 |
|
|
2019
Q1 | $2.02M | Sell |
40,672
-3,729
| -8% | -$185K | 1.36% | 13 |
|
|
2018
Q4 | $2.11M | Buy |
44,401
+15,519
| +54% | +$739K | 1.35% | 15 |
|
|
2018
Q3 | $1.41M | Buy |
28,882
+6,202
| +27% | +$302K | 1.28% | 15 |
|
|
2018
Q2 | $1.1M | Buy |
22,680
+2,656
| +13% | +$128K | 1.06% | 23 |
|
|
2018
Q1 | $990K | Buy |
20,024
+15,742
| +368% | +$778K | 1.02% | 24 |
|
|
2017
Q4 | $216K | Buy |
+4,282
| New | +$216K | 0.44% | 53 |
|