PINNACLE WEALTH PLANNING SERVICES, INC. – SPDR Bloomberg 1-10 Year TIPS ETF Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$2.26M
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. quarter portfolio value change:
-6.42%
quarter
SPDR Bloomberg 1-10 Year TIPS ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.40% | 7.49K shares | -10K | $18.21 | 124.53K |
| Q2 2022 | share | Increase | +1.21% | 1.39K shares | -114K | $19.46 | 117.04K |
| Q1 2022 | share | Increase | +0.91% | 1.03K shares | -29K | $20.68 | 115.64K |
| Q4 2021 | share | Increase | +5.17% | 5.62K shares | 141K | $21.14 | 114.60K |
| Q3 2021 | share | Increase | +5.04% | 5.23K shares | 107K | $21.01 | 108.98K |
| Q2 2021 | share | Increase | +5.67% | 5.56K shares | 144K | $20.65 | 103.75K |
| Q1 2021 | share | Increase | +65.67% | 38.92K shares | 810K | $20.17 | 98.18K |
| Q4 2020 | share | Increase | +2.18% | 1.26K shares | 36K | $20.2 | 59.26K |
| Q3 2020 | share | Decrease | -16.67% | -11.60K shares | 45K | $19.87 | 57.99K |
| Q2 2020 | share | Increase | +25.26% | 14.03K shares | 183K | $19.43 | 69.60K |
| Q1 2020 | share | Increase | +16.45% | 7.84K shares | 20K | $18.65 | 55.56K |
| Q4 2019 | share | Increase | +9.15% | 4.00K shares | 80K | $18.62 | 47.71K |
| Q3 2019 | share | Increase | +19.51% | 7.13K shares | 139K | $18.48 | 43.71K |
| Q2 2019 | share | Increase | +4.41% | 1.54K shares | 39K | $18.35 | 36.57K |
| Q1 2019 | share | Decrease | -3.12% | -1.12K shares | -5K | $17.9 | 35.03K |
| Q4 2018 | share | Increase | +30.24% | 8.39K shares | 155K | $17.47 | 36.16K |
| Q3 2018 | share | Increase | +28.84% | 6.21K shares | 112K | $17.47 | 27.76K |
| Q2 2018 | share | Increase | +7.66% | 1.53K shares | 31K | $17.54 | 21.55K |
| Q1 2018 | share | Increase | 0.00% | 20.01K shares | 384K | $17.43 | 20.01K |