PINNACLE WEALTH PLANNING SERVICES, INC. – S&P Global Inc. Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$936,000
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. quarter portfolio value change:
-9.41%
quarter
S&P Global Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.96% | 59 shares | -77K | $305.35 | 3.06K |
| Q2 2022 | share | Increase | +8.05% | 224 shares | -128K | $337.06 | 3.00K |
| Q1 2022 | share | Increase | +114.25% | 1.48K shares | 529K | $410.18 | 2.78K |
| Q4 2021 | share | Increase | +6.48% | 79 shares | 94K | $470.48 | 1.29K |
| Q3 2021 | share | Increase | +4.19% | 49 shares | 38K | $424.19 | 1.21K |
| Q2 2021 | share | Increase | +0.60% | 7 shares | 70K | $409.05 | 1.17K |
| Q1 2021 | share | Increase | +3.01% | 34 shares | 39K | $350.95 | 1.16K |
| Q4 2020 | share | Decrease | -6.54% | -79 shares | -64K | $326.17 | 1.12K |
| Q3 2020 | share | Increase | +7.09% | 80 shares | 63K | $357.08 | 1.20K |
| Q2 2020 | share | Decrease | -1.40% | -16 shares | 93K | $325.65 | 1.12K |
| Q1 2020 | share | Increase | +41.58% | 336 shares | 59K | $241.69 | 1.14K |
| Q4 2019 | share | Increase | 0.00% | 808 shares | 220K | $268.66 | 808 |