PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC – Transaction History
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC portfolio value:
497,000
portfolio value
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC quarter portfolio value change:
-12.19%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +13.74% | 767 shares | 0 | 6.34K | |
| Q2 2022 | share | Increase | +6.73% | 352 shares | -129K | 5.58K | |
| Q1 2022 | share | Decrease | -2.52% | -135 shares | -259K | 5.23K | |
| Q4 2021 | share | Increase | +1.57% | 83 shares | 98K | 5.36K | |
| Q3 2021 | share | Decrease | -5.80% | -325 shares | -95K | 5.28K | |
| Q2 2021 | share | Decrease | -2.81% | -162 shares | 86K | 5.60K | |
| Q1 2021 | share | Decrease | -2.96% | -176 shares | 21K | 5.76K | |
| Q4 2020 | share | Decrease | -5.93% | -375 shares | 196K | 5.94K | |
| Q3 2020 | share | Decrease | -1.33% | -85 shares | 80K | 6.32K | |
| Q2 2020 | share | Decrease | -23.06% | -1.92K shares | 89K | 6.40K | |
| Q1 2020 | share | Decrease | -2.75% | -235 shares | -403K | 8.32K | |
| Q4 2019 | share | Increase | +0.23% | 20 shares | 66K | 8.56K | |
| Q3 2019 | share | Increase | +3.14% | 260 shares | 78K | 8.54K | |
| Q2 2019 | share | Decrease | -1.78% | -150 shares | -1K | 8.28K | |
| Q1 2019 | share | Decrease | -2.09% | -180 shares | 140K | 8.43K | |
| Q4 2018 | share | Increase | +16.35% | 1.21K shares | -91K | 8.61K | |
| Q3 2018 | share | Decrease | -2.57% | -195 shares | -75K | 7.4K | |
| Q2 2018 | share | Increase | +6.30% | 450 shares | 89K | 7.59K | |
| Q1 2018 | share | Decrease | -3.05% | -225 shares | -18K | 7.14K | |
| Q4 2017 | share | Increase | 0.00% | 7.37K shares | 625K | 7.37K |