PWPS
RWT

Pinnacle Wealth Planning Services’s Redwood Trust RWT Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.24K Buy
1,469
+145
+11% +$841 ﹤0.01% 2077
2025
Q4 		$7.32K Buy
+1,324
New +$7.28K ﹤0.01% 2140
2021
Q1 		– Sell
-682
Closed -$6K – 1631
2020
Q4 		$6K Buy
+682
New +$5.86K ﹤0.01% 1606

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Geode Capital Management
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VPM
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Invesco
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Capital World Investors
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Boston Partners
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