Advisornet Financial’s Peoples Financial Services PFIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,000	Closed	-$88.9K	–	2317
2025 Q1	$88.9K	Hold	2,000	–	–	0.01%	760
2024 Q4	$102K	Hold	2,000	–	–	0.01%	680
2024 Q3	$93.8K	Hold	2,000	–	–	0.01%	721
2024 Q2	$91.1K	Hold	2,000	–	–	0.01%	669
2024 Q1	$86.2K	Hold	2,000	–	–	0.01%	669
2023 Q4	$97.4K	Hold	2,000	–	–	0.01%	651
2023 Q3	$80.2K	Hold	2,000	–	–	0.01%	669
2023 Q2	$87.6K	Hold	2,000	–	–	0.01%	674
2023 Q1	$86.7K	Hold	2,000	–	–	0.01%	656
2022 Q4	$104K	Hold	2,000	–	–	0.01%	617
2022 Q3	$94K	Hold	2,000	–	–	0.01%	662
2022 Q2	$112K	Hold	2,000	–	–	0.01%	635
2022 Q1	$101K	Hold	2,000	–	–	0.01%	740
2021 Q4	$105K	Hold	2,000	–	–	0.01%	785
2021 Q3	$91K	Hold	2,000	–	–	0.01%	820
2021 Q2	$85K	Hold	2,000	–	–	0.01%	819
2021 Q1	$84K	Hold	2,000	–	–	0.01%	796
2020 Q4	$74K	Hold	2,000	–	–	0.01%	769
2020 Q3	$70K	Hold	2,000	–	–	0.01%	761
2020 Q2	$76K	Hold	2,000	–	–	0.01%	745
2020 Q1	$79K	Hold	2,000	–	–	0.01%	664
2019 Q4	$101K	Hold	2,000	–	–	0.01%	673
2019 Q3	$91K	Hold	2,000	–	–	0.01%	702
2019 Q2	$90K	Hold	2,000	–	–	0.01%	641
2019 Q1	$90K	Hold	2,000	–	–	0.01%	577
2018 Q4	$88K	Hold	2,000	–	–	0.01%	550
2018 Q3	$85K	Hold	2,000	–	–	0.01%	588
2018 Q2	$94K	Hold	2,000	–	–	0.01%	542
2018 Q1	$91K	Hold	2,000	–	–	0.01%	552
2017 Q4	$93K	Buy	+2,000	New	+$93K	0.01%	498