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  Name: Pinnacle Wealth Management Group Inc.
  City: PLYMOUTH
  State: MI
  Zip: 48170
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $134,592,000
  Total Value Change : $12,822,000
  Securities Held Change : 12
   
All Securities Held : 109
  New Positions : 16
  Closed Positions : 4
  Increased Positions : 26
  Unchanged Positions : 28
  Decreased Positions : 39

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PFE)1 Year Chart         PFE Pfizer Inc 112 Closed $28.01 $0 0 0% -208,000 -7,242 0    Drug Manufacturers - ...
   (FNCL)1 Year Chart         FNCL Fidelity MSCI Financials INDEX 111 Closed $58.87 $0 0 0% -1,788,000 -33,392 0    N/A
   (BJUN)1 Year Chart         BJUN Innovator S&p 500 Buffer Et... 110 Closed $0.00 $0 0 0% -225,000 -6,300 0    N/A
   (PFF)1 Year Chart         PFF iShares S&P U.S. Preferred ... 113 Closed $31.40 $0 0 0% -1,673,000 -53,646 0    Closed - End Fund - E...

      4 Records Found
  1    
Page 1 of 1
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