Pinnacle Wealth Planning Services’s SBA Communications SBAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-984
| Closed | -$237K | – | 532 |
|
|
2024
Q3 | $237K | Buy |
+984
| New | +$237K | 0.03% | 391 |
|
|
2024
Q2 | – | Sell |
-1,504
| Closed | -$326K | – | 544 |
|
|
2024
Q1 | $326K | Sell |
1,504
-162
| -10% | -$35.1K | 0.05% | 278 |
|
|
2023
Q4 | $423K | Buy |
1,666
+425
| +34% | +$108K | 0.07% | 200 |
|
|
2023
Q3 | $248K | Buy |
+1,241
| New | +$248K | 0.04% | 301 |
|
|
2023
Q2 | – | Sell |
-1,058
| Closed | -$276K | – | 501 |
|
|
2023
Q1 | $276K | Buy |
1,058
+222
| +27% | +$58K | 0.05% | 288 |
|
|
2022
Q4 | $234K | Sell |
836
-232
| -22% | -$65K | 0.04% | 321 |
|
|
2022
Q3 | $304K | Buy |
1,068
+30
| +3% | +$8.54K | 0.06% | 232 |
|
|
2022
Q2 | $332K | Sell |
1,038
-100
| -9% | -$32K | 0.06% | 225 |
|
|
2022
Q1 | $392K | Sell |
1,138
-31
| -3% | -$10.7K | 0.07% | 211 |
|
|
2021
Q4 | $455K | Buy |
1,169
+13
| +1% | +$5.06K | 0.09% | 168 |
|
|
2021
Q3 | $382K | Buy |
1,156
+58
| +5% | +$19.2K | 0.08% | 193 |
|
|
2021
Q2 | $350K | Buy |
1,098
+16
| +1% | +$5.1K | 0.08% | 196 |
|
|
2021
Q1 | $300K | Buy |
1,082
+52
| +5% | +$14.4K | 0.08% | 215 |
|
|
2020
Q4 | $291K | Sell |
1,030
-8
| -0.8% | -$2.26K | 0.07% | 201 |
|
|
2020
Q3 | $331K | Sell |
1,038
-4
| -0.4% | -$1.28K | 0.11% | 145 |
|
|
2020
Q2 | $310K | Sell |
1,042
-29
| -3% | -$8.63K | 0.1% | 155 |
|
|
2020
Q1 | $288K | Buy |
1,071
+9
| +0.8% | +$2.42K | 0.14% | 139 |
|
|
2019
Q4 | $255K | Buy |
1,062
+144
| +16% | +$34.6K | 0.12% | 174 |
|
|
2019
Q3 | $221K | Buy |
+918
| New | +$221K | 0.12% | 165 |
|