Pinnacle Wealth Planning Services’s Super Micro Computer SMCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-7,940
Closed -$331K 540
2024
Q3
$331K Buy
7,940
+1,890
+31% +$78.7K 0.04% 281
2024
Q2
$496K Sell
6,050
-1,490
-20% -$122K 0.07% 181
2024
Q1
$762K Buy
+7,540
New +$762K 0.11% 121