AWAP
Alliance Wealth Advisors (Pennsylvania)’s Peoples Financial Services PFIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Sell |
37,638
-176
| -0.5% | -$8.69K | 0.95% | 16 |
|
|
2025
Q1 | $1.68M | Sell |
37,814
-1,043
| -3% | -$46.4K | 0.95% | 15 |
|
|
2024
Q4 | $1.99M | Buy |
38,857
+225
| +0.6% | +$11.5K | 1.11% | 18 |
|
|
2024
Q3 | $1.81M | Buy |
38,632
+31,102
| +413% | +$1.46M | 1.03% | 17 |
|
|
2024
Q2 | $343K | Sell |
7,530
-324
| -4% | -$14.8K | 0.22% | 90 |
|
|
2024
Q1 | $339K | Hold |
7,854
| – | – | 0.21% | 93 |
|
|
2023
Q4 | $382K | Hold |
7,854
| – | – | 0.25% | 81 |
|
|
2023
Q3 | $315K | Hold |
7,854
| – | – | 0.23% | 86 |
|
|
2023
Q2 | $344K | Hold |
7,854
| – | – | 0.24% | 83 |
|
|
2023
Q1 | $340K | Hold |
7,854
| – | – | 0.26% | 79 |
|
|
2022
Q4 | $407K | Hold |
7,854
| – | – | 0.34% | 62 |
|
|
2022
Q3 | $368K | Buy |
7,854
+160
| +2% | +$7.5K | 0.34% | 64 |
|
|
2022
Q2 | $430K | Hold |
7,694
| – | – | 0.37% | 58 |
|
|
2022
Q1 | $388K | Hold |
7,694
| – | – | 0.32% | 71 |
|
|
2021
Q4 | $405K | Hold |
7,694
| – | – | 0.33% | 71 |
|
|
2021
Q3 | $351K | Sell |
7,694
-250
| -3% | -$11.4K | 0.31% | 75 |
|
|
2021
Q2 | $338K | Hold |
7,944
| – | – | 0.3% | 75 |
|
|
2021
Q1 | $336K | Hold |
7,944
| – | – | 0.33% | 73 |
|
|
2020
Q4 | $292K | Buy |
+7,944
| New | +$292K | 0.31% | 79 |
|