PINNACLE WEALTH PLANNING SERVICES, INC. – iShares Russell 1000 ETF Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$506,000
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. quarter portfolio value change:
-5.02%
quarter
iShares Russell 1000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -27K | $197.33 | 2.56K | |
| Q2 2022 | share | 0.00% | 0 shares | -109K | $207.76 | 2.56K | |
| Q1 2022 | share | Decrease | -0.12% | -3 shares | -37K | $250.07 | 2.56K |
| Q4 2021 | share | 0.00% | 0 shares | 58K | $265.42 | 2.56K | |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $241.71 | 2.56K | |
| Q2 2021 | share | 0.00% | 0 shares | 47K | $241.27 | 2.56K | |
| Q1 2021 | share | Decrease | -15.96% | -488 shares | -73K | $222.57 | 2.56K |
| Q4 2020 | share | Decrease | -0.91% | -28 shares | 71K | $209.97 | 3.05K |
| Q3 2020 | share | Decrease | -18.79% | -714 shares | -75K | $184.79 | 3.08K |
| Q2 2020 | share | Decrease | -87.14% | -25.73K shares | -3.52M | $168.79 | 3.79K |
| Q1 2020 | share | Increase | +483.37% | 24.46K shares | 3.27M | $138.66 | 29.53K |
| Q4 2019 | share | Decrease | -3.76% | -198 shares | 38K | $173.85 | 5.06K |
| Q3 2019 | share | Decrease | -0.59% | -31 shares | 4K | $159.57 | 5.26K |
| Q2 2019 | share | Decrease | -8.13% | -468 shares | -45K | $157.18 | 5.29K |
| Q1 2019 | share | Decrease | -10.09% | -646 shares | 18K | $151.07 | 5.75K |
| Q4 2018 | share | Increase | +118.90% | 3.47K shares | 415K | $132.65 | 6.40K |
| Q3 2018 | share | Decrease | -3.14% | -95 shares | 14K | $153.78 | 2.92K |
| Q2 2018 | share | Decrease | -8.79% | -291 shares | -27K | $143.23 | 3.02K |
| Q1 2018 | share | Decrease | -25.84% | -1.15K shares | -178K | $138.4 | 3.31K |
| Q4 2017 | share | Increase | 0.00% | 4.46K shares | 664K | $139.45 | 4.46K |