Howe & Rusling’s Provident Financial Services PFS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-143
| Closed | -$3K | – | 828 |
|
2022
Q3 | $3K | Buy |
143
+56
| +64% | +$1.18K | ﹤0.01% | 802 |
|
2022
Q2 | $2K | Hold |
87
| – | – | ﹤0.01% | 884 |
|
2022
Q1 | $2K | Sell |
87
-23
| -21% | -$529 | ﹤0.01% | 876 |
|
2021
Q4 | $3K | Hold |
110
| – | – | ﹤0.01% | 819 |
|
2021
Q3 | $3K | Buy |
110
+30
| +38% | +$818 | ﹤0.01% | 795 |
|
2021
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 818 |
|
2021
Q1 | $2K | Sell |
80
-11
| -12% | -$275 | ﹤0.01% | 825 |
|
2020
Q4 | $2K | Buy |
+91
| New | +$2K | ﹤0.01% | 819 |
|