Pinnacle Associates LTD Schwab Strategic U.S. Reit ETF Transaction History

Pinnacle Associates LTD

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	BUY	N/A	4,369 Added 34.65%	16,977 $358,000
Q1 2022 May 05, 2022	BUY	N/A	6,304 Added 100.0%	12,608 $314,000
Q4 2021 Feb 02, 2022	SELL	N/A	-600 Reduced 8.69%	6,304 $332,000
Q3 2021 Oct 19, 2021	BUY	N/A	598 Added 9.48%	6,904 $315,000
Q2 2021 Aug 02, 2021	BUY	N/A	75 Added 1.2%	6,306 $289,000

Q1 2021 May 12, 2021	SELL	N/A	-1,411 Reduced 18.46%	6,231 $256,000
Q4 2020 Jan 26, 2021	BUY	N/A	84 Added 1.11%	7,642 $290,000
Q3 2020 Oct 23, 2020	BUY	N/A	898 Added 13.48%	7,558 $267,000
Q2 2020 Aug 14, 2020	BUY	N/A	6,660 New	6,660 $235,000

501

250M

36K

1.6K

Get notified when there are updates to the investment portfolio of Pinnacle Associates LTD, based on Form 13F filings with the SEC.

Stay updated on Pinnacle Associates LTD with notifications on news.