Global Retirement Partners’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
Q4 | $98.3K | Hold |
1,921
| – | – | ﹤0.01% | 1277 |
|
|
2024
Q3 | $90.1K | Hold |
1,921
| – | – | ﹤0.01% | 1286 |
|
|
2024
Q2 | $87.5K | Hold |
1,921
| – | – | ﹤0.01% | 1271 |
|
|
2024
Q1 | $82.8K | Hold |
1,921
| – | – | ﹤0.01% | 1168 |
|
|
2023
Q4 | $87.9K | Hold |
1,921
| – | – | ﹤0.01% | 1112 |
|
|
2023
Q3 | $76.7K | Hold |
1,921
| – | – | ﹤0.01% | 1044 |
|
|
2023
Q2 | $84.1K | Hold |
1,921
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q1 | $72.9K | Hold |
1,921
| – | – | ﹤0.01% | 1049 |
|
|
2022
Q4 | $99.6K | Buy |
+1,921
| New | +$99.6K | 0.01% | 817 |
|
|
2022
Q3 | – | Sell |
-1,921
| Closed | -$107K | – | 2905 |
|
|
2022
Q2 | $107K | Buy |
1,921
+14
| +0.7% | +$780 | 0.01% | 717 |
|
|
2022
Q1 | $98K | Buy |
+1,907
| New | +$98K | 0.01% | 764 |
|
|
2021
Q4 | – | Sell |
-1,877
| Closed | -$86K | – | 1342 |
|
|
2021
Q3 | $86K | Buy |
1,877
+15
| +0.8% | +$687 | 0.01% | 692 |
|
|
2021
Q2 | $79K | Buy |
1,862
+15
| +0.8% | +$636 | 0.01% | 698 |
|
|
2021
Q1 | $78K | Buy |
+1,847
| New | +$78K | 0.01% | 638 |
|