IFP Advisors’s Pricesmart PSMT Stock Holding History

IFP Advisors’s Portfolio PSMT Stock Details PSMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.46K	Buy	44 +33	+300%	+$4.1K	﹤0.01%	3316
2025 Q1	$966	Buy	11 +7	+175%	+$615	﹤0.01%	3343
2024 Q4	$369	Buy	+4	New	+$369	﹤0.01%	3499
2024 Q1	–	Hold	0	–	-$23	–	3220
2023 Q4	–	Sell	-35	Closed	-$2.63K	–	3006
2023 Q3	$2.63K	Hold	35	–	–	﹤0.01%	2751
2023 Q2	$2.6K	Hold	35	–	–	﹤0.01%	2789
2023 Q1	$2.97K	Hold	35	–	–	﹤0.01%	2767
2022 Q4	$3K	Hold	35	–	–	﹤0.01%	4044
2022 Q3	$3K	Hold	35	–	–	﹤0.01%	4251
2022 Q2	$3K	Hold	35	–	–	﹤0.01%	4014
2022 Q1	$3K	Buy	35 +1	+3%	+$86	﹤0.01%	4014
2021 Q4	$3K	Hold	34	–	–	﹤0.01%	2635
2021 Q3	$3K	Hold	34	–	–	﹤0.01%	2680
2021 Q2	$3K	Hold	34	–	–	﹤0.01%	2627
2021 Q1	$3K	Sell	34 -653	-95%	-$57.6K	﹤0.01%	2557
2020 Q4	$63K	Sell	687 -6	-0.9%	-$550	﹤0.01%	1341
2020 Q3	$46K	Sell	693 -18	-3%	-$1.2K	﹤0.01%	1320
2020 Q2	$43K	Hold	711	–	–	﹤0.01%	1285
2020 Q1	$38K	Hold	711	–	–	﹤0.01%	1239
2019 Q4	$51K	Sell	711 -14	-2%	-$1K	﹤0.01%	1245
2019 Q3	$54K	Buy	+725	New	+$54K	﹤0.01%	1337
2019 Q1	–	Sell	-717	Closed	-$42K	–	3144
2018 Q4	$42K	Sell	717 -5	-0.7%	-$293	﹤0.01%	1693
2018 Q3	$58K	Hold	722	–	–	﹤0.01%	1807
2018 Q2	$65K	Sell	722 -158	-18%	-$14.2K	﹤0.01%	1735
2018 Q1	$76K	Hold	880	–	–	﹤0.01%	1548
2017 Q4	$76K	Sell	880 -5	-0.6%	-$432	﹤0.01%	1544
2017 Q3	$79K	Sell	885 -128	-13%	-$11.4K	﹤0.01%	1681
2017 Q2	$89K	Buy	1,013 +40	+4%	+$3.51K	﹤0.01%	1585
2017 Q1	$90K	Sell	973 -52	-5%	-$4.81K	﹤0.01%	1545
2016 Q4	$86K	Sell	1,025 -24	-2%	-$2.01K	﹤0.01%	1540
2016 Q3	$88K	Sell	1,049 -29	-3%	-$2.43K	﹤0.01%	1444
2016 Q2	$101K	Buy	+1,078	New	+$101K	0.01%	1331
2016 Q1	–	Sell	-1,219	Closed	-$101K	–	3182
2015 Q4	$101K	Buy	+1,219	New	+$101K	0.01%	1170