Pinnacle Wealth Planning Services’s Knowles KN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,539
| Closed | -$186K | – | 503 |
|
|
2023
Q3 | $186K | Sell |
12,539
-203
| -2% | -$3.01K | 0.03% | 376 |
|
|
2023
Q2 | $230K | Sell |
12,742
-59
| -0.5% | -$1.07K | 0.04% | 330 |
|
|
2023
Q1 | $218K | Sell |
12,801
-80
| -0.6% | -$1.36K | 0.04% | 359 |
|
|
2022
Q4 | $212K | Buy |
+12,881
| New | +$212K | 0.04% | 356 |
|
|
2021
Q1 | – | Sell |
-191
| Closed | -$4K | – | 1188 |
|
|
2020
Q4 | $4K | Buy |
+191
| New | +$4K | ﹤0.01% | 1731 |
|