PWPS
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Pinnacle Wealth Planning Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-122
Closed -$12K – 1143
2020
Q4 		$12K Buy
+122
New +$12K ﹤0.01% 1329