PWPS
STEW

Pinnacle Wealth Planning Services’s SRH Total Return Fund STEW Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7,582
Closed -$84K – 1724
2020
Q4 		$84K Buy
+7,582
New +$84K 0.02% 546