PWPS
DTF

Pinnacle Wealth Planning Services’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio DTF Stock Details DTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,172
Closed -$77K – 788
2020
Q4 		$77K Buy
+5,172
New +$77K 0.02% 582