IWA
IBEX Wealth Advisors’s Provident Financial Services PFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Hold |
11,195
| – | – | 0.02% | 189 |
|
|
2025
Q1 | $192K | Hold |
11,195
| – | – | 0.03% | 118 |
|
|
2024
Q4 | $211K | Buy |
+11,195
| New | +$211K | 0.02% | 198 |
|
|
2024
Q3 | – | Sell |
-11,195
| Closed | -$161K | – | 224 |
|
|
2024
Q2 | $161K | Buy |
+11,195
| New | +$161K | 0.03% | 137 |
|