Carson Wealth (CWM LLC)’s Peoples Financial Services PFIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Buy |
181
+56
| +45% | +$2.79K | ﹤0.01% | 4362 |
|
|
2025
Q1 | $6K | Buy |
125
+7
| +6% | +$336 | ﹤0.01% | 4385 |
|
|
2024
Q4 | $6K | Buy |
118
+19
| +19% | +$966 | ﹤0.01% | 4138 |
|
|
2024
Q3 | $5K | Buy |
99
+62
| +168% | +$3.13K | ﹤0.01% | 4123 |
|
|
2024
Q2 | $2K | Buy |
37
+35
| +1,750% | +$1.89K | ﹤0.01% | 4248 |
|
|
2024
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 4631 |
|