PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC – Transaction History
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC portfolio value:
1.18M
portfolio value
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC quarter portfolio value change:
-3.36%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -21.69% | -8.70K shares | -381K | 31.43K | |
| Q2 2022 | share | Decrease | -12.98% | -5.98K shares | -484K | 40.14K | |
| Q1 2022 | share | Decrease | -4.25% | -2.05K shares | -88K | 46.13K | |
| Q4 2021 | share | Decrease | -3.16% | -1.57K shares | 75K | 48.18K | |
| Q3 2021 | share | Increase | +5.11% | 2.42K shares | 76K | 49.75K | |
| Q2 2021 | share | Decrease | -1.09% | -520 shares | 52K | 47.33K | |
| Q1 2021 | share | Decrease | -2.73% | -1.34K shares | 221K | 47.85K | |
| Q4 2020 | share | Decrease | -5.31% | -2.76K shares | 210K | 49.19K | |
| Q3 2020 | share | Increase | +0.52% | 269 shares | 38K | 51.95K | |
| Q2 2020 | share | Increase | +70.85% | 21.43K shares | 734K | 51.68K | |
| Q1 2020 | share | Increase | +112.20% | 15.99K shares | 189K | 30.25K | |
| Q4 2019 | share | Increase | +1.04% | 147 shares | 30K | 14.25K | |
| Q3 2019 | share | Decrease | -3.24% | -473 shares | -16K | 14.11K | |
| Q2 2019 | share | Increase | +15.22% | 1.92K shares | 75K | 14.58K | |
| Q1 2019 | share | Increase | +41.62% | 3.72K shares | 170K | 12.65K | |
| Q4 2018 | share | Decrease | -47.01% | -7.93K shares | -339K | 8.93K | |
| Q3 2018 | share | Decrease | -2.26% | -390 shares | 4K | 16.86K | |
| Q2 2018 | share | Increase | +9.61% | 1.51K shares | 81K | 17.25K | |
| Q1 2018 | share | Increase | +9.81% | 1.40K shares | 31K | 15.74K | |
| Q4 2017 | share | Increase | +14.91% | 1.86K shares | 90K | 14.33K | |
| Q3 2017 | share | Increase | +11.53% | 1.29K shares | 51K | 12.47K | |
| Q2 2017 | share | Increase | 0.00% | 11.18K shares | 365K | 11.18K |