IFP Advisors’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Hold |
|
|||||
|
2025
Q2 | – | Hold |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $14K | Hold |
|
|||||
|
2018
Q1 | $14K | Hold |
|
|||||
|
2017
Q4 | $14K | Hold |
|
|||||
|
2017
Q3 | $15K | Hold |
|
|||||
|
2017
Q2 | $13K | Hold |
|
|||||
|
2017
Q1 | $13K | Hold |
|
|||||
|
2016
Q4 | $15K | Hold |
|
|||||
|
2016
Q3 | $12K | Hold |
|
|||||
|
2016
Q2 | $12K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $12K | Buy |
|