Pinnacle Wealth Planning Services’s Sea Limited SE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $883K | Buy |
5,522
+771
| +16% | +$123K | 0.12% | 104 |
|
2025
Q1 | $620K | Buy |
4,751
+161
| +4% | +$21K | 0.09% | 133 |
|
2024
Q4 | $487K | Sell |
4,590
-859
| -16% | -$91.1K | 0.07% | 160 |
|
2024
Q3 | $514K | Buy |
+5,449
| New | +$514K | 0.07% | 190 |
|
2023
Q2 | – | Sell |
-3,380
| Closed | -$293K | – | 502 |
|
2023
Q1 | $293K | Buy |
+3,380
| New | +$293K | 0.05% | 277 |
|
2021
Q4 | – | Sell |
-803
| Closed | -$256K | – | 447 |
|
2021
Q3 | $256K | Buy |
+803
| New | +$256K | 0.06% | 271 |
|
2021
Q1 | – | Sell |
-15
| Closed | -$3K | – | 1647 |
|
2020
Q4 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 1849 |
|