Pinnacle Wealth Planning Services, Inc. Schwab Strategic Tr Us Small C Transaction History

Pinnacle Wealth Planning Services, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 29, 2021	SELL	$43.89 - $52.63 $30,371 - $36,419	-692 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$34.66 - $45.17 $23,984 - $31,257	692 New	692 $62,000
Q1 2020 May 11, 2020	SELL	$22.29 - $38.7 $70,369 - $122,175	-3,157 Closed	0 $0
Q4 2019 Feb 07, 2020	SELL	$33.63 - $38.03 $33 - $38	-1 Reduced 0.03%	3,157 $238,000
Q3 2019 Oct 31, 2019	SELL	$34.78 - $36.12 $19,720 - $20,480	-567 Reduced 15.22%	3,158 $220,000
Q2 2019 Aug 06, 2019	SELL	N/A	-238 Reduced 6.01%	3,725 $266,000
Q1 2019 May 08, 2019	BUY	N/A	3,963 New	3,963 $278,000

1,269

273M

66.4K

2.7K

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.