IAM Advisory’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 |
-10,278
| Closed | -$200K | – | 87 |
|
|
2022
Q3 | $200K | Buy |
10,278
+101
| +1% | +$1.97K | 0.08% | 76 |
|
|
2022
Q2 | $227K | Buy |
10,177
+106
| +1% | +$2.36K | 0.09% | 72 |
|
|
2022
Q1 | $236K | Buy |
10,071
+101
| +1% | +$2.37K | 0.1% | 69 |
|
|
2021
Q4 | $258K | Buy |
9,970
+94
| +1% | +$2.43K | 0.1% | 67 |
|
|
2021
Q3 | $244K | Buy |
+9,876
| New | +$244K | 0.1% | 67 |
|
|
2021
Q2 | – | Sell |
-9,685
| Closed | -$235K | – | 85 |
|
|
2021
Q1 | $235K | Buy |
+9,685
| New | +$235K | 0.1% | 63 |
|