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Pinnacle Wealth Planning Services, Inc. → CARE
Pinnacle Wealth Planning Services, Inc. CARE Position History
Carter Bankshares, Inc.
Quarters held
4
Latest value
$167K
Q3 2026
Peak value
$238K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $39K |
| Q1 2026 | $44K |
| Q2 2026 | $238K |
| Q3 2026 | $167K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $167K | 5.3K | — | — |
| Q2 2026 | $238K | 5.8K | — | — |
| Q1 2026 | $44K | 1.2K | — | — |
| Q4 2025 | $39K | 1.2K | — | — |