Aperio Group’s Provident Financial Services PFS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $987K | Buy |
54,940
+3,974
| +8% | +$71.4K | ﹤0.01% | 1594 |
|
2020
Q3 | $622K | Buy |
50,966
+8,824
| +21% | +$108K | ﹤0.01% | 1695 |
|
2020
Q2 | $609K | Buy |
42,142
+372
| +0.9% | +$5.38K | ﹤0.01% | 1680 |
|
2020
Q1 | $537K | Buy |
41,770
+23,177
| +125% | +$298K | ﹤0.01% | 1608 |
|
2019
Q4 | $458K | Buy |
18,593
+827
| +5% | +$20.4K | ﹤0.01% | 1858 |
|
2019
Q3 | $436K | Sell |
17,766
-4,435
| -20% | -$109K | ﹤0.01% | 1835 |
|
2019
Q2 | $538K | Buy |
22,201
+123
| +0.6% | +$2.98K | ﹤0.01% | 1752 |
|
2019
Q1 | $572K | Buy |
22,078
+1,333
| +6% | +$34.5K | ﹤0.01% | 1668 |
|
2018
Q4 | $501K | Buy |
20,745
+5,713
| +38% | +$138K | ﹤0.01% | 1675 |
|
2018
Q3 | $369K | Sell |
15,032
-7,765
| -34% | -$191K | ﹤0.01% | 1923 |
|
2018
Q2 | $628K | Buy |
22,797
+3,484
| +18% | +$96K | ﹤0.01% | 1641 |
|
2018
Q1 | $494K | Buy |
19,313
+699
| +4% | +$17.9K | ﹤0.01% | 1696 |
|
2017
Q4 | $502K | Buy |
18,614
+2,981
| +19% | +$80.4K | ﹤0.01% | 1705 |
|
2017
Q3 | $417K | Buy |
15,633
+176
| +1% | +$4.7K | ﹤0.01% | 1748 |
|
2017
Q2 | $392K | Buy |
+15,457
| New | +$392K | ﹤0.01% | 1764 |
|