PINNACLE WEALTH PLANNING SERVICES, INC. – SPDR Portfolio Aggregate Bond ETF Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$8.17M
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. quarter portfolio value change:
-5.31%
quarter
SPDR Portfolio Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.46% | 16.96K shares | -11K | $24.95 | 327.63K |
| Q2 2022 | share | Decrease | -9.57% | -32.87K shares | -1.36M | $26.35 | 310.67K |
| Q1 2022 | share | Decrease | -9.70% | -36.90K shares | -1.72M | $27.79 | 343.54K |
| Q4 2021 | share | Increase | +11.19% | 38.29K shares | 1.05M | $29.64 | 380.45K |
| Q3 2021 | share | Increase | +6.24% | 20.10K shares | 549K | $29.7 | 342.16K |
| Q2 2021 | share | Increase | +2.07% | 6.51K shares | 309K | $29.71 | 322.05K |
| Q1 2021 | share | Decrease | -9.67% | -33.77K shares | -1.39M | $29.19 | 315.54K |
| Q4 2020 | share | Increase | +9.80% | 31.17K shares | 953K | $30.21 | 349.31K |
| Q3 2020 | share | Increase | +40.67% | 91.98K shares | 2.82M | $30 | 318.13K |
| Q2 2020 | share | Decrease | -7.80% | -19.12K shares | -432K | $29.87 | 226.15K |
| Q1 2020 | share | Decrease | -5.83% | -15.19K shares | -241K | $29.06 | 245.27K |
| Q4 2019 | share | Decrease | -13.87% | -41.96K shares | -485K | $28.13 | 260.47K |
| Q3 2019 | share | Increase | +17.79% | 45.67K shares | 647K | $28.11 | 302.43K |
| Q2 2019 | share | Increase | +2.24% | 5.63K shares | 323K | $27.46 | 256.76K |
| Q1 2019 | share | Decrease | -19.27% | -59.95K shares | -1.49M | $26.66 | 251.12K |
| Q4 2018 | share | Increase | +22.20% | 56.51K shares | 1.60M | $25.88 | 311.07K |
| Q3 2018 | share | Increase | +8.81% | 20.60K shares | 529K | $25.49 | 254.56K |
| Q2 2018 | share | Increase | +5.74% | 12.7K shares | 294K | $25.46 | 233.96K |
| Q1 2018 | share | Increase | +785.40% | 196.27K shares | 5.51M | $25.52 | 221.26K |
| Q4 2017 | share | Increase | 0.00% | 24.99K shares | 718K | $25.93 | 24.99K |