Pinnacle Wealth Planning Services’s Integral Ad Science IAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-11,508
| Closed | -$124K | – | 471 |
|
|
2024
Q3 | $124K | Hold |
11,508
| – | – | 0.02% | 494 |
|
|
2024
Q2 | $112K | Hold |
11,508
| – | – | 0.02% | 472 |
|
|
2024
Q1 | $115K | Hold |
11,508
| – | – | 0.02% | 477 |
|
|
2023
Q4 | $166K | Hold |
11,508
| – | – | 0.03% | 425 |
|
|
2023
Q3 | $137K | Hold |
11,508
| – | – | 0.02% | 392 |
|
|
2023
Q2 | $207K | Hold |
11,508
| – | – | 0.03% | 379 |
|
|
2023
Q1 | $164K | Hold |
11,508
| – | – | 0.03% | 413 |
|
|
2022
Q4 | $101K | Buy |
11,508
+842
| +8% | +$7.4K | 0.02% | 400 |
|
|
2022
Q3 | $77K | Buy |
+10,666
| New | +$77K | 0.01% | 378 |
|