CAROLINAS WEALTH CONSULTING LLC – Pinnacle Financial Partners, Inc. Transaction History
CAROLINAS WEALTH CONSULTING LLC portfolio value:
$7.88M
portfolio value
CAROLINAS WEALTH CONSULTING LLC quarter portfolio value change:
+12.16%
quarter
Pinnacle Financial Partners, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.18% | -177 shares | 843K | $81.1 | 97.24K |
| Q2 2022 | share | Increase | +0.01% | 10 shares | -1.92M | $72.31 | 97.42K |
| Q1 2022 | share | Increase | +0.01% | 7 shares | -332K | $92.08 | 97.41K |
| Q4 2021 | share | Decrease | -0.11% | -111 shares | 128K | $95.5 | 97.40K |
| Q3 2021 | share | Decrease | -24.69% | -31.97K shares | -2.25M | $93.91 | 97.51K |
| Q2 2021 | share | Decrease | -0.15% | -194 shares | -65K | $87.96 | 129.49K |
| Q1 2021 | share | Decrease | -10.35% | -14.97K shares | 2.18M | $88.15 | 129.68K |
| Q4 2020 | share | Increase | +4.88% | 6.73K shares | 4.40M | $63.87 | 144.65K |
| Q3 2020 | share | Increase | +0.15% | 200 shares | -874K | $35.17 | 137.92K |
| Q2 2020 | share | Increase | +0.14% | 199 shares | 619K | $41.34 | 137.72K |
| Q1 2020 | share | Increase | 0.00% | 137.52K shares | 5.16M | $36.81 | 137.52K |