AWM
AE Wealth Management’s Peoples Financial Services PFIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-7,142
| Closed | -$360K | – | 1228 |
|
|
2019
Q4 | $360K | Sell |
7,142
-140
| -2% | -$7.06K | 0.01% | 837 |
|
|
2019
Q3 | $330K | Buy |
7,282
+160
| +2% | +$7.25K | 0.01% | 748 |
|
|
2019
Q2 | $320K | Buy |
7,122
+11
| +0.2% | +$494 | 0.01% | 727 |
|
|
2019
Q1 | $322K | Buy |
+7,111
| New | +$322K | 0.02% | 439 |
|