Support PenkePinnacle Wealth Planning Services Inc
Portfolio
Holdings
| Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LOAN.NASDAQ | Manhattan Bridge Capital Inc | USA | Real Estate | REIT - Mortgage | 2024-09-30 | 1.199 | 0.02 | 137.1k | $540.6k | $737.9k |
| |||||||||||||
| MBT.NYSE | MBT.NYSE | - | - | - | - | 0.001 | 0 | 10.8k | - | - |
Trades
Adds
Report date: 2024-03-31
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| LOAN.NASDAQ | 28k | 24.7 | 134.7k | 5-5 | $5.38 | 17.0% |
Report date: 2023-12-31
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| LOAN.NASDAQ | 62.3k | 122.2 | 290.6k | 4-5 | $5.38 | 26.0% |
Report date: 2023-09-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| LOAN.NASDAQ | 9.5k | 23.0 | 45.9k | 4-5 | $5.38 | 20.6% |
Report date: 2022-09-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| LOAN.NASDAQ | 75.6k | 225.7 | 420.4k | 5-6 | $5.38 | 5.5% |
Reduces
Report date: 2024-06-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| LOAN.NASDAQ | -4.3k | -3.1 | -22.1k | 5-5 | $5.38 | 10.0% |
Report date: 2023-06-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| LOAN.NASDAQ | -44k | -51.5 | -219.1k | 5-5 | $5.38 | 16.7% |
Report date: 2023-03-31
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| LOAN.NASDAQ | -6.5k | -7.1 | -36.5k | 5-6 | $5.38 | 5.1% |
Report date: 2022-12-31
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| LOAN.NASDAQ | -17k | -15.6 | -94.4k | 5-6 | $5.38 | 6.1% |
Report date: 2022-06-30
| Trade | Current | |||||
|---|---|---|---|---|---|---|
| Symbol | Shares | % | Total | $ Range | Price | % |
| LOAN.NASDAQ | -6.1k | -15.6 | -35k | 5-6 | $5.38 | 2.5% |
Comments
How you think about this?