Pinnacle Wealth Planning Services’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,347
Closed -$520K 491
2023
Q1
$520K Buy
+4,347
New +$520K 0.09% 168
2021
Q1
Sell
-64
Closed -$8K 1337
2020
Q4
$8K Buy
+64
New +$8K ﹤0.01% 1470