Pinnacle Wealth Planning Services’s Cass Information Systems CASS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-510
Closed -$20K 602
2020
Q4
$20K Buy
+510
New +$20K ﹤0.01% 1145