Ropes Wealth Advisors’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-344	Closed	-$22K	–	639
2020 Q4	$22K	Sell	344 -336	-49%	-$17.3K	﹤0.01%	473
2020 Q3	$24K	Hold	680	–	–	﹤0.01%	414
2020 Q2	$29K	Hold	680	–	–	0.01%	362
2020 Q1	$26K	Hold	680	–	–	0.01%	344
2019 Q4	$44K	Sell	680 -708	-51%	-$42.7K	0.01%	344
2019 Q3	$79K	Sell	1,388 -100	-7%	-$5.59K	0.02%	296
2019 Q2	$86K	Hold	1,488	–	–	0.02%	289
2019 Q1	$81K	Hold	1,488	–	–	0.02%	286
2018 Q4	$69K	Sell	1,488 -57	-4%	-$3.02K	0.02%	285
2018 Q3	$93K	Sell	1,545 -315	-17%	-$19.9K	0.02%	283
2018 Q2	$114K	Sell	1,860 -230	-11%	-$14.9K	0.03%	274
2018 Q1	$134K	Sell	2,090 -92	-4%	-$6.01K	0.04%	244
2017 Q4	$145K	Sell	2,182 -92	-4%	-$6.12K	0.04%	237
2017 Q3	$152K	Sell	2,274 -66	-3%	-$4.16K	0.04%	236
2017 Q2	$147K	Hold	2,340	–	–	0.04%	236
2017 Q1	$155K	Sell	2,340 -514	-18%	-$34.7K	0.04%	235
2016 Q4	$198K	Buy	2,854 +2,074	+266%	+$125K	0.06%	202
2016 Q3	$42K	Buy	+780	New	+$42.1K	0.01%	294