Covestor’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6
| Closed | – | – | 2618 |
|
|
2024
Q2 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2625 |
|
|
2024
Q1 | – | Sell |
-3
| Closed | – | – | 2621 |
|
|
2023
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 2588 |
|
|
2023
Q3 | $0 | Sell |
3
-13
| -81% | – | ﹤0.01% | 2577 |
|
|
2023
Q2 | $1K | Sell |
16
-28
| -64% | -$1.75K | ﹤0.01% | 1996 |
|
|
2023
Q1 | $2K | Buy |
44
+13
| +42% | +$591 | ﹤0.01% | 1781 |
|
|
2022
Q4 | $2K | Buy |
31
+25
| +417% | +$1.61K | ﹤0.01% | 1797 |
|
|
2022
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 2430 |
|