Pinnacle Wealth Planning Services’s Liberty All-Star Equity Fund USA Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio USA Stock Details USA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$14.7K	Buy
2018 Q4	–	Sell
2018 Q3	$90K	Sell
2018 Q2	$178K	Sell
2018 Q1	$194K	Buy
2017 Q4	$37K	Buy