PINNACLE WEALTH PLANNING SERVICES, INC. – Transaction History
PINNACLE WEALTH PLANNING SERVICES, INC. portfolio value:
469,000
portfolio value
PINNACLE WEALTH PLANNING SERVICES, INC. quarter portfolio value change:
-6.24%
quarter
13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -37.78% | -1.05K shares | -336K | 1.74K | |
| Q2 2022 | share | Increase | +56.31% | 1.00K shares | 233K | 2.79K | |
| Q1 2022 | share | Decrease | -2.29% | -42 shares | -62K | 1.79K | |
| Q4 2021 | share | Increase | +3.56% | 63 shares | 115K | 1.83K | |
| Q3 2021 | share | Decrease | -0.51% | -9 shares | 5K | 1.76K | |
| Q2 2021 | share | Decrease | -1.28% | -23 shares | 9K | 1.77K | |
| Q1 2021 | share | Increase | +36.85% | 485 shares | 158K | 1.80K | |
| Q4 2020 | share | Decrease | -19.16% | -312 shares | -41K | 1.31K | |
| Q3 2020 | share | Decrease | -12.33% | -229 shares | -5K | 1.62K | |
| Q2 2020 | share | Decrease | -31.80% | -866 shares | -77K | 1.85K | |
| Q1 2020 | share | Decrease | -4.86% | -139 shares | -139K | 2.72K | |
| Q4 2019 | share | Increase | +26.30% | 596 shares | 171K | 2.86K | |
| Q3 2019 | share | Increase | +2.16% | 48 shares | -8K | 2.26K | |
| Q2 2019 | share | Increase | +9.58% | 194 shares | 90K | 2.21K | |
| Q1 2019 | share | Increase | +54.98% | 718 shares | 152K | 2.02K | |
| Q4 2018 | share | Increase | 0.00% | 1.30K shares | 204K | 1.30K |