PINNACLE WEALTH PLANNING SERVICES, INC. – Morgan Stanley Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$323,000
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. quarter portfolio value change:
+3.88%
quarter
Morgan Stanley 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.07% | -3 shares | 12K | $79.01 | 4.08K |
| Q2 2022 | share | Increase | +0.02% | 1 shares | -46K | $76.06 | 4.08K |
| Q1 2022 | share | 0.00% | 0 shares | -44K | $87.4 | 4.08K | |
| Q4 2021 | share | Decrease | -1.02% | -42 shares | -1K | $98.8 | 4.08K |
| Q3 2021 | share | Decrease | -0.10% | -4 shares | 23K | $96.65 | 4.12K |
| Q2 2021 | share | Decrease | -0.02% | -1 shares | 58K | $90.41 | 4.13K |
| Q1 2021 | share | Increase | +0.12% | 5 shares | 38K | $76.26 | 4.13K |
| Q4 2020 | share | Increase | 0.00% | 4.12K shares | 283K | $66.95 | 4.12K |
| Q2 2018 | share | Decrease | -100.00% | -4.21K shares | -227K | $43.16 | 0 |
| Q1 2018 | share | Increase | +231.50% | 2.94K shares | 160K | $48.9 | 4.21K |
| Q4 2017 | share | Increase | 0.00% | 1.27K shares | 67K | $47.34 | 1.27K |