Acadian Asset Management’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-5,940
| Closed | -$269K | – | 2282 |
|
2024
Q2 | $269K | Hold |
5,940
| – | – | ﹤0.01% | 1364 |
|
2024
Q1 | $255K | Hold |
5,940
| – | – | ﹤0.01% | 1147 |
|
2023
Q4 | $288K | Hold |
5,940
| – | – | ﹤0.01% | 1157 |
|
2023
Q3 | $238K | Hold |
5,940
| – | – | ﹤0.01% | 1169 |
|
2023
Q2 | $259K | Hold |
5,940
| – | – | ﹤0.01% | 1215 |
|
2023
Q1 | $257K | Hold |
5,940
| – | – | ﹤0.01% | 1202 |
|
2022
Q4 | $306K | Sell |
5,940
-234
| -4% | -$12.1K | ﹤0.01% | 1175 |
|
2022
Q3 | $288K | Buy |
6,174
+788
| +15% | +$36.8K | ﹤0.01% | 1123 |
|
2022
Q2 | $301K | Buy |
+5,386
| New | +$301K | ﹤0.01% | 1104 |
|