Brown Brothers Harriman & Co’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-6,799
| Closed | -$306K | – | 1267 |
|
|
2019
Q2 | $306K | Sell |
6,799
-1,517
| -18% | -$68.3K | ﹤0.01% | 332 |
|
|
2019
Q1 | $376K | Hold |
8,316
| – | – | ﹤0.01% | 300 |
|
|
2018
Q4 | $366K | Hold |
8,316
| – | – | ﹤0.01% | 269 |
|
|
2018
Q3 | $353K | Buy |
8,316
+316
| +4% | +$13.4K | ﹤0.01% | 289 |
|
|
2018
Q2 | $376K | Hold |
8,000
| – | – | ﹤0.01% | 259 |
|
|
2018
Q1 | $365K | Hold |
8,000
| – | – | ﹤0.01% | 269 |
|
|
2017
Q4 | $373K | Sell |
8,000
-500
| -6% | -$23.3K | ﹤0.01% | 269 |
|
|
2017
Q3 | $406K | Hold |
8,500
| – | – | ﹤0.01% | 251 |
|
|
2017
Q2 | $372K | Hold |
8,500
| – | – | ﹤0.01% | 257 |
|
|
2017
Q1 | $355K | Hold |
8,500
| – | – | ﹤0.01% | 259 |
|
|
2016
Q4 | $414K | Hold |
8,500
| – | – | ﹤0.01% | 228 |
|
|
2016
Q3 | $346K | Hold |
8,500
| – | – | ﹤0.01% | 256 |
|
|
2016
Q2 | $333K | Hold |
8,500
| – | – | ﹤0.01% | 265 |
|
|
2016
Q1 | $316K | Hold |
8,500
| – | – | ﹤0.01% | 265 |
|
|
2015
Q4 | $324K | Hold |
8,500
| – | – | ﹤0.01% | 274 |
|
|
2015
Q3 | $297K | Hold |
8,500
| – | – | ﹤0.01% | 285 |
|
|
2015
Q2 | $337K | Hold |
8,500
| – | – | ﹤0.01% | 291 |
|
|
2015
Q1 | $381K | Hold |
8,500
| – | – | ﹤0.01% | 286 |
|
|
2014
Q4 | $422K | Hold |
8,500
| – | – | ﹤0.01% | 280 |
|
|
2014
Q3 | $391K | Sell |
8,500
-24,906
| -75% | -$1.15M | ﹤0.01% | 287 |
|
|
2014
Q2 | $1.72M | Buy |
+33,406
| New | +$1.72M | 0.01% | 171 |
|