PINNACLE WEALTH PLANNING SERVICES, INC. – Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
4.25M
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. quarter portfolio value change:
-6.87%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.83% | 10.80K shares | 132K | 110.57K | |
| Q2 2022 | share | Increase | +17.19% | 14.63K shares | 235K | 99.77K | |
| Q1 2022 | share | Increase | +7.94% | 6.26K shares | 33K | 85.13K | |
| Q4 2021 | share | Increase | +4.66% | 3.51K shares | 60K | 78.87K | |
| Q3 2021 | share | Increase | +3.18% | 2.32K shares | 64K | 75.36K | |
| Q2 2021 | share | Increase | +7.49% | 5.08K shares | 313K | 73.03K | |
| Q1 2021 | share | Increase | +3.44% | 2.26K shares | 52K | 67.94K | |
| Q4 2020 | share | Increase | +0.30% | 198 shares | 94K | 65.68K | |
| Q3 2020 | share | Decrease | -8.77% | -6.29K shares | -257K | 65.48K | |
| Q2 2020 | share | Increase | +40.17% | 20.57K shares | 1.19M | 71.78K | |
| Q1 2020 | share | Increase | +3.93% | 1.93K shares | -195K | 51.21K | |
| Q4 2019 | share | Decrease | -15.40% | -8.97K shares | 187K | 49.27K | |
| Q3 2019 | share | Increase | +34.26% | 14.86K shares | 114K | 58.24K | |
| Q2 2019 | share | Increase | +6.66% | 2.70K shares | 200K | 43.38K | |
| Q1 2019 | share | Decrease | -8.40% | -3.72K shares | -92K | 40.67K | |
| Q4 2018 | share | Increase | +53.73% | 15.51K shares | 708K | 44.40K | |
| Q3 2018 | share | Increase | +27.35% | 6.20K shares | 309K | 28.88K | |
| Q2 2018 | share | Increase | +13.29% | 2.66K shares | 106K | 22.68K | |
| Q1 2018 | share | Increase | +367.52% | 15.73K shares | 774K | 20.01K | |
| Q4 2017 | share | Increase | 0.00% | 4.28K shares | 216K | 4.28K |