Pinnacle Wealth Planning Services’s Santander BSBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-14,541
| Closed | -$83.2K | – | 515 |
|
|
2024
Q1 | $83.2K | Hold |
14,541
| – | – | 0.01% | 487 |
|
|
2023
Q4 | $95.2K | Hold |
14,541
| – | – | 0.02% | 460 |
|
|
2023
Q3 | $74.6K | Hold |
14,541
| – | – | 0.01% | 431 |
|
|
2023
Q2 | $92.5K | Hold |
14,541
| – | – | 0.01% | 435 |
|
|
2023
Q1 | $77.2K | Sell |
14,541
-339
| -2% | -$1.8K | 0.01% | 449 |
|
|
2022
Q4 | $80.2K | Sell |
14,880
-754
| -5% | -$4.06K | 0.01% | 411 |
|
|
2022
Q3 | $88K | Buy |
15,634
+4,617
| +42% | +$26K | 0.02% | 371 |
|
|
2022
Q2 | $60K | Hold |
11,017
| – | – | 0.01% | 406 |
|
|
2022
Q1 | $85K | Hold |
11,017
| – | – | 0.02% | 409 |
|
|
2021
Q4 | $59K | Sell |
11,017
-485
| -4% | -$2.6K | 0.01% | 411 |
|
|
2021
Q3 | $72K | Hold |
11,502
| – | – | 0.02% | 363 |
|
|
2021
Q2 | $90K | Hold |
11,502
| – | – | 0.02% | 339 |
|
|
2021
Q1 | $78K | Hold |
11,502
| – | – | 0.02% | 326 |
|
|
2020
Q4 | $95K | Hold |
11,502
| – | – | 0.02% | 484 |
|
|
2020
Q3 | $54K | Sell |
11,502
-2,174
| -16% | -$10.2K | 0.02% | 270 |
|
|
2020
Q2 | $68K | Buy |
+13,676
| New | +$68K | 0.02% | 259 |
|