Bernardo Wealth Planning’s Penns Woods Bancorp PWOD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,616
| Closed | -$224K | – | 130 |
|
|
2020
Q4 | $224K | Buy |
+8,616
| New | +$224K | 0.09% | 154 |
|
|
2020
Q2 | – | Sell |
-8,616
| Closed | -$209K | – | 145 |
|
|
2020
Q1 | $209K | Hold |
8,616
| – | – | 0.15% | 124 |
|
|
2019
Q4 | $306K | Hold |
8,616
| – | – | 0.19% | 121 |
|
|
2019
Q3 | $265K | Sell |
8,616
-7,839
| -48% | -$241K | 0.19% | 121 |
|
|
2019
Q2 | $496K | Hold |
16,455
| – | – | 0.39% | 63 |
|
|
2019
Q1 | $451K | Hold |
16,455
| – | – | 0.36% | 71 |
|
|
2018
Q4 | $441K | Buy |
+16,455
| New | +$441K | 0.39% | 62 |
|