Fermata Advisors’s Perma-Fix Environmental Services PESI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Buy |
16,309
+940
| +6% | +$9.89K | 0.05% | 214 |
|
|
2025
Q1 | $112K | Buy |
15,369
+461
| +3% | +$3.35K | 0.02% | 279 |
|
|
2024
Q4 | $165K | Sell |
14,908
-213
| -1% | -$2.36K | 0.03% | 258 |
|
|
2024
Q3 | $186K | Buy |
15,121
+35
| +0.2% | +$429 | 0.04% | 238 |
|
|
2024
Q2 | $153K | Buy |
15,086
+2,811
| +23% | +$28.5K | 0.04% | 217 |
|
|
2024
Q1 | $146K | Buy |
12,275
+775
| +7% | +$9.22K | 0.03% | 204 |
|
|
2023
Q4 | $90.4K | Buy |
+11,500
| New | +$90.4K | 0.02% | 184 |
|