AIA
Affinity Investment Advisors’s Provident Financial Services PFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-18,750
| Closed | -$338K | – | 172 |
|
|
2023
Q4 | $338K | Sell |
18,750
-10,650
| -36% | -$192K | 0.23% | 137 |
|
|
2023
Q3 | $450K | Sell |
29,400
-4,164
| -12% | -$63.7K | 0.29% | 130 |
|
|
2023
Q2 | $548K | Sell |
33,564
-6,291
| -16% | -$103K | 0.32% | 123 |
|
|
2023
Q1 | $764K | Hold |
39,855
| – | – | 0.41% | 98 |
|
|
2022
Q4 | $851K | Buy |
39,855
+304
| +0.8% | +$6.49K | 0.39% | 90 |
|
|
2022
Q3 | $771K | Buy |
39,551
+174
| +0.4% | +$3.39K | 0.4% | 89 |
|
|
2022
Q2 | $877K | Buy |
+39,377
| New | +$877K | 0.43% | 72 |
|