PWPS
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Pinnacle Wealth Planning Services’s Stifel SF Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-709
Closed -$36K – 1653
2020
Q4 		$36K Buy
+709
New +$36K 0.01% 935