Pinnacle Wealth Planning Services’s Rambus RMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,226
| Closed | -$248K | – | 555 |
|
|
2024
Q2 | $248K | Sell |
4,226
-4
| -0.1% | -$235 | 0.04% | 347 |
|
|
2024
Q1 | $261K | Sell |
4,230
-40
| -0.9% | -$2.47K | 0.04% | 338 |
|
|
2023
Q4 | $291K | Sell |
4,270
-71
| -2% | -$4.85K | 0.05% | 279 |
|
|
2023
Q3 | $242K | Sell |
4,341
-2,350
| -35% | -$131K | 0.04% | 307 |
|
|
2023
Q2 | $429K | Buy |
6,691
+2,417
| +57% | +$155K | 0.07% | 195 |
|
|
2023
Q1 | $219K | Sell |
4,274
-3,659
| -46% | -$188K | 0.04% | 356 |
|
|
2022
Q4 | $284K | Buy |
+7,933
| New | +$284K | 0.05% | 275 |
|
|
2021
Q1 | – | Sell |
-313
| Closed | -$5K | – | 1604 |
|
|
2020
Q4 | $5K | Buy |
+313
| New | +$5K | ﹤0.01% | 1672 |
|