Pinnacle Wealth Planning Services’s Ericsson ERIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15,231
| Closed | -$87K | – | 459 |
|
|
2022
Q3 | $87K | Buy |
15,231
+5,163
| +51% | +$29.5K | 0.02% | 373 |
|
|
2022
Q2 | $75K | Buy |
+10,068
| New | +$75K | 0.01% | 396 |
|
|
2022
Q1 | – | Sell |
-11,719
| Closed | -$127K | – | 446 |
|
|
2021
Q4 | $127K | Buy |
11,719
+1,498
| +15% | +$16.2K | 0.02% | 384 |
|
|
2021
Q3 | $114K | Buy |
+10,221
| New | +$114K | 0.03% | 350 |
|
|
2021
Q1 | – | Sell |
-8,884
| Closed | -$106K | – | 845 |
|
|
2020
Q4 | $106K | Buy |
+8,884
| New | +$106K | 0.03% | 445 |
|