PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC – Transaction History
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC portfolio value:
8.89M
portfolio value
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC quarter portfolio value change:
-5.76%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -16.15% | -73.29K shares | -2.36M | 380.43K | |
| Q2 2022 | share | Decrease | -9.41% | -47.14K shares | -1.72M | 453.72K | |
| Q1 2022 | share | Increase | +6.70% | 31.43K shares | 627K | 500.87K | |
| Q4 2021 | share | Increase | +81.81% | 211.23K shares | 5.55M | 469.44K | |
| Q3 2021 | share | Increase | +18.07% | 39.52K shares | 999K | 258.20K | |
| Q2 2021 | share | Increase | +30.83% | 51.52K shares | 1.38M | 218.67K | |
| Q1 2021 | share | Increase | +30.16% | 38.73K shares | 1.05M | 167.15K | |
| Q4 2020 | share | Increase | +47.95% | 41.62K shares | 1.10M | 128.42K | |
| Q3 2020 | share | Increase | +2.63% | 2.22K shares | 106K | 86.8K | |
| Q2 2020 | share | Increase | +160.19% | 52.07K shares | 1.33M | 84.57K | |
| Q1 2020 | share | Decrease | -5.30% | -1.82K shares | -49K | 32.50K | |
| Q4 2019 | share | 0.00% | 0 shares | 4K | 34.32K | ||
| Q3 2019 | share | Decrease | -10.88% | -4.19K shares | -107K | 34.32K | |
| Q2 2019 | share | Increase | +4.38% | 1.61K shares | 53K | 38.51K | |
| Q1 2019 | share | Decrease | -6.04% | -2.37K shares | -37K | 36.9K | |
| Q4 2018 | share | Decrease | -13.63% | -6.2K shares | -154K | 39.27K | |
| Q3 2018 | share | Increase | +5.88% | 2.52K shares | 45K | 45.47K | |
| Q2 2018 | share | Increase | +21.49% | 7.59K shares | 182K | 42.94K | |
| Q1 2018 | share | Increase | +4.43% | 1.5K shares | 38K | 35.35K | |
| Q4 2017 | share | Decrease | -60.98% | -52.9K shares | -1.30M | 33.85K | |
| Q3 2017 | share | Decrease | -0.97% | -850 shares | -20K | 86.75K | |
| Q2 2017 | share | Increase | 0.00% | 87.6K shares | 2.15M | 87.6K |