Pinnacle Wealth Planning Services’s Paramount Group PGRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-21,759
| Closed | -$107K | – | 523 |
|
|
2024
Q3 | $107K | Hold |
21,759
| – | – | 0.01% | 505 |
|
|
2024
Q2 | $101K | Hold |
21,759
| – | – | 0.01% | 484 |
|
|
2024
Q1 | $102K | Hold |
21,759
| – | – | 0.02% | 486 |
|
|
2023
Q4 | $112K | Sell |
21,759
-1,814
| -8% | -$9.38K | 0.02% | 451 |
|
|
2023
Q3 | $109K | Hold |
23,573
| – | – | 0.02% | 410 |
|
|
2023
Q2 | $104K | Buy |
23,573
+6
| +0% | +$27 | 0.02% | 428 |
|
|
2023
Q1 | $107K | Buy |
+23,567
| New | +$107K | 0.02% | 432 |
|