Pinnacle Wealth Planning Services’s Clipper Realty CLPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.8K | Buy |
21,208
+1,589
| +8% | +$5.83K | 0.01% | 444 |
|
|
2025
Q1 | $75.3K | Sell |
19,619
-1,289
| -6% | -$4.95K | 0.01% | 389 |
|
|
2024
Q4 | $95.8K | Sell |
20,908
-13,883
| -40% | -$63.6K | 0.01% | 372 |
|
|
2024
Q3 | $198K | Buy |
34,791
+16,621
| +91% | +$94.7K | 0.03% | 465 |
|
|
2024
Q2 | $65.6K | Buy |
+18,170
| New | +$65.6K | 0.01% | 497 |
|
|
2023
Q4 | – | Sell |
-16,856
| Closed | -$87.3K | – | 490 |
|
|
2023
Q3 | $87.3K | Sell |
16,856
-2,865
| -15% | -$14.8K | 0.01% | 426 |
|
|
2023
Q2 | $112K | Buy |
+19,721
| New | +$112K | 0.02% | 425 |
|