Pinnacle Wealth Planning Services’s Manhattan Bridge Capital LOAN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-147,352
| Closed | -$147K | – | 491 |
|
2024
Q3 | $147K | Buy |
147,352
+10,191
| +7% | +$10.2K | 0.02% | 485 |
|
2024
Q2 | $137K | Sell |
137,161
-4,333
| -3% | -$4.33K | 0.02% | 454 |
|
2024
Q1 | $141K | Buy |
141,494
+28,048
| +25% | +$28K | 0.02% | 460 |
|
2023
Q4 | $113K | Buy |
113,446
+62,385
| +122% | +$62.4K | 0.02% | 450 |
|
2023
Q3 | $51.1K | Buy |
51,061
+9,553
| +23% | +$9.55K | 0.01% | 441 |
|
2023
Q2 | $41.5K | Sell |
41,508
-44,084
| -52% | -$44.1K | 0.01% | 454 |
|
2023
Q1 | $85.6K | Sell |
85,592
-6,573
| -7% | -$6.57K | 0.01% | 444 |
|
2022
Q4 | $92.2K | Sell |
92,165
-17,020
| -16% | -$17K | 0.02% | 405 |
|
2022
Q3 | $109K | Buy |
109,185
+75,662
| +226% | +$75.5K | 0.02% | 357 |
|
2022
Q2 | $34K | Sell |
33,523
-6,199
| -16% | -$6.29K | 0.01% | 415 |
|
2022
Q1 | $40K | Sell |
39,722
-6,135
| -13% | -$6.18K | 0.01% | 425 |
|
2021
Q4 | $46K | Sell |
45,857
-4,143
| -8% | -$4.16K | 0.01% | 417 |
|
2021
Q3 | $50K | Buy |
+50,000
| New | +$50K | 0.01% | 371 |
|
2021
Q1 | – | Sell |
-108,914
| Closed | -$109K | – | 1240 |
|
2020
Q4 | $109K | Sell |
108,914
-3,629
| -3% | -$3.63K | 0.03% | 432 |
|
2020
Q3 | $113K | Sell |
112,543
-2,646
| -2% | -$2.66K | 0.04% | 259 |
|
2020
Q2 | $115K | Buy |
115,189
+99,264
| +623% | +$99.1K | 0.04% | 246 |
|
2020
Q1 | $15K | Buy |
+15,925
| New | +$15K | 0.01% | 232 |
|