Pinnacle Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Pinnacle Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$45.44 - $46.67 $469,713 - $482,427	-10,337 Reduced 4.63%	212,889 $9.79 Million
Q4 2023 Jan 23, 2024	SELL	$43.09 - $46.83 $433,011 - $470,594	-10,049 Reduced 4.31%	223,226 $10.4 Million
Q3 2023 Oct 19, 2023	BUY	$44.14 - $46.33 $9.68 Million - $10.2 Million	219,334 Added 1573.3%	233,275 $10.3 Million
Q2 2023 Aug 10, 2023	BUY	$45.86 - $47.33 $639,334 - $659,827	13,941 New	13,941 $643,000

625

107M

100

1.8K

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