Pinnacle Wealth Planning Services’s Compass COMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-30,323
| Closed | -$87.9K | – | 491 |
|
|
2023
Q3 | $87.9K | Hold |
30,323
| – | – | 0.01% | 425 |
|
|
2023
Q2 | $106K | Hold |
30,323
| – | – | 0.02% | 427 |
|
|
2023
Q1 | $97.9K | Hold |
30,323
| – | – | 0.02% | 441 |
|
|
2022
Q4 | $70.7K | Buy |
+30,323
| New | +$70.7K | 0.01% | 420 |
|