Pinnacle Wealth Planning Services’s BlackLine BL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,686	Closed	-$230K	–	515
2023 Q4	$230K	Sell	3,686 -860	-19%	-$53.7K	0.04%	349
2023 Q3	$252K	Buy	+4,546	New	+$252K	0.04%	294
2021 Q1	–	Sell	-560	Closed	-$75K	–	543
2020 Q4	$75K	Buy	+560	New	+$75K	0.02%	595