Pinnacle Wealth Planning Services’s Pure Cycle PCYO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,948
| Closed | -$118K | – | 521 |
|
|
2024
Q3 | $118K | Hold |
10,948
| – | – | 0.02% | 496 |
|
|
2024
Q2 | $105K | Hold |
10,948
| – | – | 0.01% | 478 |
|
|
2024
Q1 | $104K | Hold |
10,948
| – | – | 0.02% | 485 |
|
|
2023
Q4 | $115K | Hold |
10,948
| – | – | 0.02% | 446 |
|
|
2023
Q3 | $105K | Hold |
10,948
| – | – | 0.02% | 415 |
|
|
2023
Q2 | $120K | Hold |
10,948
| – | – | 0.02% | 415 |
|
|
2023
Q1 | $103K | Hold |
10,948
| – | – | 0.02% | 436 |
|
|
2022
Q4 | $115K | Buy |
+10,948
| New | +$115K | 0.02% | 392 |
|
|
2021
Q1 | – | Sell |
-1,756
| Closed | -$20K | – | 1482 |
|
|
2020
Q4 | $20K | Buy |
+1,756
| New | +$20K | ﹤0.01% | 1156 |
|