First Trust Advisors’s Peoples Financial Services PFIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Buy |
6,397
+381
| +6% | +$18.8K | ﹤0.01% | 2405 |
|
|
2025
Q1 | $268K | Sell |
6,016
-44
| -0.7% | -$1.96K | ﹤0.01% | 2398 |
|
|
2024
Q4 | $310K | Buy |
+6,060
| New | +$310K | ﹤0.01% | 2377 |
|
|
2015
Q1 | – | Sell |
-4,974
| Closed | -$247K | – | 2288 |
|
|
2014
Q4 | $247K | Buy |
+4,974
| New | +$247K | ﹤0.01% | 2122 |
|