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Pinnacle Wealth Planning Services’s Graham Corp GHM Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio GHM Stock Details GHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-64
Closed -$1K – 980
2020
Q4 		$1K Buy
+64
New +$941 ﹤0.01% 2121

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

Pinnacle Wealth Planning Services sold out of Graham Corp (GHM) in Q1 2021, closing a stake of 64 shares — an estimated $1K sold.

Pinnacle Wealth Planning Services first reported a position in GHM in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 81 funds tracked by Wall St. Rank hold GHM as of Q1 2021.

  • Pinnacle Wealth Planning Services reported no remaining Graham Corp position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 64 Graham Corp shares in Q1 2021, an estimated $1K.
  • Pinnacle Wealth Planning Services first reported a position in Graham Corp in Q4 2020 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Graham Corp position peaked at $1K in Q4 2020.
  • 81 funds tracked by Wall St. Rank held Graham Corp as of Q1 2021.

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