PINNACLE WEALTH PLANNING SERVICES, INC. – iShares S&P 500 Growth ETF Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$500,000
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -45.19% | -7.13K shares | -453K | $57.85 | 8.65K |
| Q2 2022 | share | Decrease | -33.42% | -7.92K shares | -858K | $60.35 | 15.78K |
| Q1 2022 | share | Increase | +133.03% | 13.53K shares | 960K | $76.38 | 23.71K |
| Q4 2021 | share | Increase | +21.85% | 1.82K shares | 234K | $84.16 | 10.17K |
| Q3 2021 | share | Increase | +141.43% | 4.89K shares | 366K | $73.91 | 8.35K |
| Q2 2021 | share | Increase | +3.07% | 103 shares | 32K | $72.62 | 3.45K |
| Q1 2021 | share | Decrease | -40.30% | -2.26K shares | -140K | $64.94 | 3.35K |
| Q4 2020 | share | Increase | +57.36% | 2.04K shares | 153K | $63.55 | 5.62K |
| Q3 2020 | share | Decrease | -42.31% | -2.62K shares | -115K | $57.4 | 3.57K |
| Q2 2020 | share | Increase | 0.00% | 6.19K shares | 321K | $51.41 | 6.19K |
| Q1 2020 | share | Decrease | -100.00% | -4.19K shares | -203K | $40.8 | 0 |
| Q4 2019 | share | Decrease | -77.75% | -14.66K shares | -645K | $47.72 | 4.19K |
| Q3 2019 | share | Increase | +209.11% | 12.75K shares | 574K | $44.09 | 18.85K |
| Q2 2019 | share | Decrease | -40.24% | -4.10K shares | -166K | $43.74 | 6.1K |
| Q1 2019 | share | Decrease | -89.28% | -85.00K shares | -3.14M | $41.89 | 10.20K |
| Q4 2018 | share | Increase | +852.16% | 85.21K shares | 3.14M | $36.49 | 95.21K |
| Q3 2018 | share | Decrease | -55.42% | -12.43K shares | -469K | $42.77 | 10K |
| Q2 2018 | share | Increase | +12.47% | 2.48K shares | 139K | $39.15 | 22.43K |
| Q1 2018 | share | Increase | +347.17% | 15.48K shares | 603K | $37.22 | 19.94K |
| Q4 2017 | share | Increase | 0.00% | 4.46K shares | 170K | $36.56 | 4.46K |