PINNACLE WEALTH PLANNING SERVICES, INC. – Sumitomo Mitsui Financial Group, Inc. Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
$324,000
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. quarter portfolio value change:
-6.78%
quarter
Sumitomo Mitsui Financial Group, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +75.53% | 25.34K shares | 126K | $5.5 | 58.89K |
| Q2 2022 | share | Decrease | -47.51% | -30.37K shares | -203K | $5.9 | 33.55K |
| Q1 2022 | share | Increase | +55.29% | 22.75K shares | 122K | $6.27 | 63.92K |
| Q4 2021 | share | Decrease | -1.35% | -562 shares | -13K | $6.77 | 41.16K |
| Q3 2021 | share | Increase | +0.59% | 246 shares | 6K | $7.01 | 41.72K |
| Q2 2021 | share | Increase | +0.61% | 252 shares | -13K | $6.89 | 41.47K |
| Q1 2021 | share | Increase | +3.61% | 1.43K shares | 54K | $7.25 | 41.22K |
| Q4 2020 | share | Increase | +26.61% | 8.36K shares | 69K | $6.17 | 39.79K |
| Q3 2020 | share | Increase | +3.09% | 942 shares | 5K | $5.59 | 31.42K |
| Q2 2020 | share | Decrease | -21.81% | -8.50K shares | -15K | $5.45 | 30.48K |
| Q1 2020 | share | Increase | +73.28% | 16.48K shares | 20K | $4.64 | 38.99K |
| Q4 2019 | share | Increase | +10.21% | 2.08K shares | 27K | $6.94 | 22.50K |
| Q3 2019 | share | Increase | +14.90% | 2.64K shares | 14K | $6.4 | 20.41K |
| Q2 2019 | share | Decrease | -4.57% | -851 shares | -6K | $6.45 | 17.76K |
| Q1 2019 | share | Increase | +12.55% | 2.07K shares | 23K | $6.43 | 18.62K |
| Q4 2018 | share | Decrease | -57.46% | -22.34K shares | -205K | $5.81 | 16.54K |
| Q3 2018 | share | Increase | +0.85% | 327 shares | 13K | $7.16 | 38.88K |
| Q2 2018 | share | Increase | +4.13% | 1.52K shares | -14K | $6.8 | 38.56K |
| Q1 2018 | share | Increase | +329.59% | 28.41K shares | 240K | $7.44 | 37.03K |
| Q4 2017 | share | Increase | 0.00% | 8.62K shares | 74K | $7.47 | 8.62K |