Pinnacle Wealth Planning Services’s Safe Bulkers SB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,234
| Closed | -$41.5K | – | 477 |
|
|
2025
Q1 | $41.5K | Buy |
11,234
+725
| +7% | +$2.68K | 0.01% | 394 |
|
|
2024
Q4 | $37.5K | Sell |
10,509
-1,086
| -9% | -$3.88K | 0.01% | 386 |
|
|
2024
Q3 | $60.1K | Hold |
11,595
| – | – | 0.01% | 519 |
|
|
2024
Q2 | $67.5K | Hold |
11,595
| – | – | 0.01% | 496 |
|
|
2024
Q1 | $57.5K | Hold |
11,595
| – | – | 0.01% | 500 |
|
|
2023
Q4 | $45.6K | Buy |
+11,595
| New | +$45.6K | 0.01% | 477 |
|