Pinnacle Wealth Planning Services, Inc. Ishares Tr Transaction History

Pinnacle Wealth Planning Services, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	SELL	$62.17 - $67.7 $20,889 - $22,747	-336 Reduced 5.24%	6,082 $406,000
Q4 2022 Feb 13, 2023	BUY	$52.35 - $63.65 $61,458 - $74,725	1,174 Added 22.39%	6,418 $395,000
Q4 2021 Jan 21, 2022	BUY	$72.36 - $77.76 $16,859 - $18,118	233 Added 4.65%	5,244 $391,000
Q3 2021 Oct 29, 2021	BUY	$72.98 - $78.2 $7,735 - $8,289	106 Added 2.16%	5,011 $372,000
Q2 2021 Aug 02, 2021	SELL	$73.11 - $77.88 $8,992 - $9,579	-123 Reduced 2.45%	4,905 $367,000
Q1 2021 Apr 29, 2021	BUY	$68.58 - $73.12 $10,081 - $10,748	147 Added 3.01%	5,028 $362,000
Q4 2020 Feb 12, 2021	SELL	$58.13 - $69.71 $1,627 - $1,951	-28 Reduced 0.57%	4,881 $337,000
Q3 2020 Nov 03, 2020	BUY	$57.43 - $62.28 $172 - $186	3 Added 0.06%	4,909 $296,000
Q2 2020 Jul 27, 2020	SELL	$47.43 - $60.75 $251,473 - $322,096	-5,302 Reduced 51.94%	4,906 $280,000
Q1 2020 May 11, 2020	BUY	$43.31 - $66.12 $442,108 - $674,952	10,208 New	10,208 $509,000
Q4 2019 Feb 07, 2020	SELL	$59.36 - $65.51 $200,814 - $221,620	-3,383 Closed	0 $0
Q3 2019 Oct 31, 2019	BUY	$57.44 - $62.42 $194,319 - $211,166	3,383 New	3,383 $206,000

1,998

1.42B

164K

52.1K

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