EWS
Eagle Wealth Strategies’s Peoples Financial Services PFIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Hold |
28,655
| – | – | 0.79% | 20 |
|
|
2025
Q1 | $1.27M | Hold |
28,655
| – | – | 0.78% | 18 |
|
|
2024
Q4 | $1.47M | Hold |
28,655
| – | – | 1.06% | 15 |
|
|
2024
Q3 | $1.34M | Buy |
28,655
+40
| +0.1% | +$1.88K | 0.98% | 15 |
|
|
2024
Q2 | $1.3M | Hold |
28,615
| – | – | 1.05% | 15 |
|
|
2024
Q1 | $1.18M | Hold |
28,615
| – | – | 0.96% | 16 |
|
|
2023
Q4 | $1.39M | Buy |
+28,615
| New | +$1.39M | 0.84% | 17 |
|