Pinnacle Wealth Planning Services, Inc. Ishares Tr Tips Bd ETF Transaction History

Pinnacle Wealth Planning Services, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	SELL	$102.12 - $107.97 $816 - $863	-8 Reduced 0.4%	2,008 $215,000
Q3 2023 Nov 07, 2023	BUY	$103.4 - $107.7 $5,273 - $5,492	51 Added 2.6%	2,016 $209,000
Q1 2023 May 03, 2023	SELL	$106.24 - $110.25 $40,796 - $42,336	-384 Reduced 16.35%	1,965 $216,000
Q4 2022 Feb 13, 2023	SELL	$104.91 - $110.18 $46,789 - $49,140	-446 Reduced 15.96%	2,349 $250,000
Q2 2022 Aug 03, 2022	SELL	$113.44 - $123.09 $14,293 - $15,509	-126 Reduced 4.31%	2,795 $318,000
Q1 2022 Apr 20, 2022	BUY	$122.95 - $129.16 $14,754 - $15,499	120 Added 4.28%	2,921 $364,000
Q4 2021 Jan 21, 2022	BUY	$127.7 - $130.86 $357,687 - $366,538	2,801 New	2,801 $362,000
Q1 2021 Apr 29, 2021	SELL	$124.29 - $128.12 $141,193 - $145,544	-1,136 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$124.65 - $127.65 $141,602 - $145,010	1,136 New	1,136 $145,000

1,091

107M

312K

185K

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