PINNACLE WEALTH PLANNING SERVICES, INC. – Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
2.41M
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. quarter portfolio value change:
-2.80%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.16% | 2.79K shares | 52K | 56.99K | |
| Q2 2022 | share | Increase | +5.05% | 2.60K shares | -159K | 54.19K | |
| Q1 2022 | share | Increase | +5.64% | 2.75K shares | -5K | 51.59K | |
| Q4 2021 | share | Increase | +7.88% | 3.56K shares | 171K | 48.84K | |
| Q3 2021 | share | Increase | +7.08% | 2.99K shares | 146K | 45.27K | |
| Q2 2021 | share | Increase | +4.63% | 1.87K shares | 128K | 42.28K | |
| Q1 2021 | share | Decrease | -20.64% | -10.51K shares | -113K | 40.40K | |
| Q4 2020 | share | Increase | +0.66% | 335 shares | 82K | 50.91K | |
| Q3 2020 | share | Decrease | -36.13% | -28.61K shares | -1.34M | 50.58K | |
| Q2 2020 | share | Increase | +29.52% | 18.04K shares | 747K | 79.19K | |
| Q1 2020 | share | Increase | +5.22% | 3.03K shares | -299K | 61.14K | |
| Q4 2019 | share | Increase | +7.20% | 3.90K shares | 226K | 58.11K | |
| Q3 2019 | share | Increase | +9.02% | 4.48K shares | 240K | 54.20K | |
| Q2 2019 | share | Increase | +5.56% | 2.61K shares | 169K | 49.72K | |
| Q1 2019 | share | Decrease | -37.75% | -28.55K shares | -1.23M | 47.10K | |
| Q4 2018 | share | Increase | +65.55% | 29.95K shares | 1.33M | 75.66K | |
| Q3 2018 | share | Increase | +40.02% | 13.06K shares | 657K | 45.70K | |
| Q2 2018 | share | Increase | +4.65% | 1.44K shares | 57K | 32.64K | |
| Q1 2018 | share | Increase | +568.78% | 26.52K shares | 1.32M | 31.19K | |
| Q4 2017 | share | Increase | 0.00% | 4.66K shares | 239K | 4.66K |