IFP Advisors’s Peoples Financial Services PFIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 4441 |
|
|
2018
Q3 | – | Sell |
-305
| Closed | -$14K | – | 3914 |
|
|
2018
Q2 | $14K | Hold |
305
| – | – | ﹤0.01% | 2660 |
|
|
2018
Q1 | $14K | Hold |
305
| – | – | ﹤0.01% | 2601 |
|
|
2017
Q4 | $14K | Hold |
305
| – | – | ﹤0.01% | 2598 |
|
|
2017
Q3 | $15K | Hold |
305
| – | – | ﹤0.01% | 2758 |
|
|
2017
Q2 | $13K | Hold |
305
| – | – | ﹤0.01% | 2829 |
|
|
2017
Q1 | $13K | Hold |
305
| – | – | ﹤0.01% | 2747 |
|
|
2016
Q4 | $15K | Hold |
305
| – | – | ﹤0.01% | 2643 |
|
|
2016
Q3 | $12K | Hold |
305
| – | – | ﹤0.01% | 2705 |
|
|
2016
Q2 | $12K | Buy |
+305
| New | +$12K | ﹤0.01% | 2652 |
|
|
2016
Q1 | – | Sell |
-305
| Closed | -$12K | – | 3121 |
|
|
2015
Q4 | $12K | Buy |
+305
| New | +$12K | ﹤0.01% | 2477 |
|