Pinnacle Wealth Planning Services, Inc. Spdr Bloomberg 1 3 Month T Bil Transaction History

Pinnacle Wealth Planning Services, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 29, 2021	SELL	$91.5 - $91.52 $349,987 - $350,064	-3,825 Closed	0 $0
Q4 2020 Feb 12, 2021	SELL	$91.51 - $91.53 $172,496 - $172,534	-1,885 Reduced 33.01%	3,825 $350,000
Q1 2020 May 11, 2020	SELL	$91.44 - $91.66 $371,703 - $372,597	-4,065 Reduced 41.59%	5,710 $523,000
Q4 2019 Feb 07, 2020	BUY	$91.41 - $91.6 $10,969 - $10,992	120 Added 1.24%	9,775 $893,000
Q3 2018 Feb 28, 2019	SELL	N/A	-400 Reduced 3.98%	9,655 $884,000
Q2 2018 Feb 28, 2019	BUY	N/A	10,055 New	10,055 $921,000

1,154

229M

20.7K

115K

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.