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Pinnacle Wealth Planning Services’s Evolution Petroleum EPM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio EPM Stock Details EPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-390
Closed -$1K – 844
2020
Q4 		$1K Buy
+390
New +$988 ﹤0.01% 2104

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Pinnacle Wealth Planning Services's EPM Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Evolution Petroleum (EPM) in Q1 2021, closing a stake of 390 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in EPM in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 77 funds tracked by Wall St. Rank hold EPM as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Evolution Petroleum position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 390 Evolution Petroleum shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in Evolution Petroleum in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Evolution Petroleum position peaked at $1K in Q4 2020.
  • 77 funds tracked by Wall St. Rank held Evolution Petroleum as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.