Bessemer Group’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-9,900
| Closed | -$378K | – | 1594 |
|
|
2020
Q2 | $378K | Hold |
9,900
| – | – | ﹤0.01% | 1030 |
|
|
2020
Q1 | $393K | Buy |
9,900
+900
| +10% | +$35.7K | ﹤0.01% | 841 |
|
|
2019
Q4 | $453K | Buy |
9,000
+3,400
| +61% | +$171K | ﹤0.01% | 929 |
|
|
2019
Q3 | $254K | Buy |
5,600
+2,200
| +65% | +$99.8K | ﹤0.01% | 1029 |
|
|
2019
Q2 | $153K | Hold |
3,400
| – | – | ﹤0.01% | 1133 |
|
|
2019
Q1 | $154K | Hold |
3,400
| – | – | ﹤0.01% | 1044 |
|
|
2018
Q4 | $150K | Buy |
3,400
+800
| +31% | +$35.3K | ﹤0.01% | 1053 |
|
|
2018
Q3 | $110K | Hold |
2,600
| – | – | ﹤0.01% | 1105 |
|
|
2018
Q2 | $122K | Hold |
2,600
| – | – | ﹤0.01% | 1069 |
|
|
2018
Q1 | $119K | Hold |
2,600
| – | – | ﹤0.01% | 1092 |
|
|
2017
Q4 | $121K | Sell |
2,600
-1,600
| -38% | -$74.5K | ﹤0.01% | 1106 |
|
|
2017
Q3 | $201K | Hold |
4,200
| – | – | ﹤0.01% | 1059 |
|
|
2017
Q2 | $184K | Hold |
4,200
| – | – | ﹤0.01% | 1077 |
|
|
2017
Q1 | $176K | Buy |
4,200
+1,300
| +45% | +$54.5K | ﹤0.01% | 1117 |
|
|
2016
Q4 | $141K | Buy |
+2,900
| New | +$141K | ﹤0.01% | 1161 |
|