Empowered Funds’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.01M | Buy |
40,790
+139
| +0.3% | +$6.86K | 0.02% | 819 |
|
2025
Q1 | $1.81M | Buy |
40,651
+2,679
| +7% | +$119K | 0.03% | 789 |
|
2024
Q4 | $1.94M | Sell |
37,972
-7,373
| -16% | -$377K | 0.03% | 745 |
|
2024
Q3 | $2.13M | Buy |
45,345
+16,753
| +59% | +$785K | 0.03% | 656 |
|
2024
Q2 | $1.3M | Buy |
28,592
+1,980
| +7% | +$90.2K | 0.02% | 768 |
|
2024
Q1 | $1.15M | Buy |
26,612
+1,925
| +8% | +$83K | 0.02% | 814 |
|
2023
Q4 | $1.2M | Buy |
24,687
+2,112
| +9% | +$103K | 0.03% | 690 |
|
2023
Q3 | $905K | Buy |
22,575
+1,738
| +8% | +$69.7K | 0.03% | 705 |
|
2023
Q2 | $912K | Buy |
+20,837
| New | +$912K | 0.03% | 631 |
|