Pinnacle Wealth Planning Services’s Exponent EXPO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,047
Closed -$204K 474
2023
Q1
$204K Sell
2,047
-38
-2% -$3.79K 0.03% 399
2022
Q4
$207K Buy
+2,085
New +$207K 0.04% 369
2021
Q1
Sell
-160
Closed -$14K 877
2020
Q4
$14K Buy
+160
New +$14K ﹤0.01% 1280