PWPS
ROIC

Pinnacle Wealth Planning Services’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-496
Closed -$6K – 2036
2020
Q4 		$6K Buy
+496
New +$6K ﹤0.01% 1615