Pinnacle Wealth Planning Services’s Installed Building Products IBP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,403
| Closed | -$246K | – | 416 |
|
2024
Q4 | $246K | Sell |
1,403
-290
| -17% | -$50.8K | 0.04% | 307 |
|
2024
Q3 | $417K | Buy |
1,693
+86
| +5% | +$21.2K | 0.06% | 224 |
|
2024
Q2 | $331K | Sell |
1,607
-45
| -3% | -$9.26K | 0.05% | 262 |
|
2024
Q1 | $427K | Buy |
1,652
+19
| +1% | +$4.92K | 0.06% | 221 |
|
2023
Q4 | $299K | Sell |
1,633
-6
| -0.4% | -$1.1K | 0.05% | 274 |
|
2023
Q3 | $205K | Sell |
1,639
-24
| -1% | -$3K | 0.03% | 362 |
|
2023
Q2 | $233K | Buy |
+1,663
| New | +$233K | 0.04% | 326 |
|
2021
Q1 | – | Sell |
-736
| Closed | -$75K | – | 1082 |
|
2020
Q4 | $75K | Buy |
+736
| New | +$75K | 0.02% | 596 |
|