PINNACLE WEALTH PLANNING SERVICES, INC. – iShares Core S&P Small-Cap ETF Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$6.40M
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.02% | 4.81K shares | 62K | $87.19 | 73.44K |
| Q2 2022 | share | Decrease | -29.38% | -28.55K shares | -4.14M | $92.41 | 68.62K |
| Q1 2022 | share | Increase | +459.75% | 79.82K shares | 8.49M | $107.88 | 97.18K |
| Q4 2021 | share | Decrease | -0.71% | -124 shares | 79K | $114.65 | 17.36K |
| Q3 2021 | share | Increase | +2.93% | 498 shares | -10K | $109.19 | 17.48K |
| Q2 2021 | share | Decrease | -0.11% | -19 shares | 73K | $112.47 | 16.98K |
| Q1 2021 | share | Decrease | -6.08% | -1.10K shares | 182K | $107.8 | 17.00K |
| Q4 2020 | share | Decrease | -1.83% | -338 shares | 369K | $91.05 | 18.10K |
| Q3 2020 | share | Decrease | -56.15% | -23.61K shares | -1.57M | $69.39 | 18.44K |
| Q2 2020 | share | Decrease | -14.69% | -7.24K shares | 107K | $67.19 | 42.06K |
| Q1 2020 | share | Increase | +163.67% | 30.60K shares | 1.19M | $55.01 | 49.30K |
| Q4 2019 | share | Decrease | -1.68% | -319 shares | 88K | $81.83 | 18.70K |
| Q3 2019 | share | Decrease | -0.11% | -21 shares | -10K | $75.59 | 19.02K |
| Q2 2019 | share | Decrease | -1.80% | -349 shares | -6K | $75.74 | 19.04K |
| Q1 2019 | share | Decrease | -2.18% | -432 shares | 122K | $74.4 | 19.39K |
| Q4 2018 | share | Increase | +41.71% | 5.83K shares | 154K | $66.62 | 19.82K |
| Q3 2018 | share | Decrease | -3.01% | -434 shares | 16K | $83.46 | 13.98K |
| Q2 2018 | share | Decrease | -3.99% | -599 shares | 47K | $79.58 | 14.42K |
| Q1 2018 | share | Decrease | -44.51% | -12.04K shares | -922K | $73.22 | 15.02K |
| Q4 2017 | share | Increase | 0.00% | 27.07K shares | 2.07M | $72.8 | 27.07K |