Pinnacle Wealth Planning Services’s Lifecore Biomedical LFCR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,697
| Closed | -$72.5K | – | 490 |
|
|
2024
Q3 | $72.5K | Sell |
14,697
-789
| -5% | -$3.89K | 0.01% | 514 |
|
|
2024
Q2 | $79.4K | Hold |
15,486
| – | – | 0.01% | 490 |
|
|
2024
Q1 | $82.2K | Sell |
15,486
-2,254
| -13% | -$12K | 0.01% | 488 |
|
|
2023
Q4 | $110K | Sell |
17,740
-1,131
| -6% | -$7K | 0.02% | 455 |
|
|
2023
Q3 | $142K | Hold |
18,871
| – | – | 0.02% | 384 |
|
|
2023
Q2 | $182K | Sell |
18,871
-154
| -0.8% | -$1.49K | 0.03% | 394 |
|
|
2023
Q1 | $71.8K | Buy |
+19,025
| New | +$71.8K | 0.01% | 452 |
|