Pinnacle Wealth Planning Services’s FIRST TRUST HIGH INCOME LONG/SHORT FUND FSD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio FSD Stock Details FSD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$175K	Buy
2024 Q1	$163K	Buy
2023 Q4	$153K	Buy
2023 Q3	$135K	Buy
2023 Q2	$142K	Buy
2021 Q1	–	Sell
2020 Q4	$77K	Buy