PWPS
BPFH

Pinnacle Wealth Planning Services’s Boston Private Financial Holdings, Inc. BPFH Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio BPFH Stock Details BPFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-565
Closed -$5K – 2257
2020
Q4 		$5K Buy
+565
New +$5K ﹤0.01% 1696