Integrated Wealth Concepts’s Pioneer Bancorp PBFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,000
| Closed | -$165K | – | 1765 |
|
|
2024
Q3 | $165K | Hold |
15,000
| – | – | ﹤0.01% | 1576 |
|
|
2024
Q2 | $150K | Hold |
15,000
| – | – | ﹤0.01% | 1556 |
|
|
2024
Q1 | $147K | Hold |
15,000
| – | – | ﹤0.01% | 1556 |
|
|
2023
Q4 | $150K | Hold |
15,000
| – | – | ﹤0.01% | 1501 |
|
|
2023
Q3 | $128K | Hold |
15,000
| – | – | ﹤0.01% | 1465 |
|
|
2023
Q2 | $134K | Hold |
15,000
| – | – | ﹤0.01% | 1471 |
|
|
2023
Q1 | $148K | Hold |
15,000
| – | – | ﹤0.01% | 1254 |
|
|
2022
Q4 | $171K | Buy |
+15,000
| New | +$171K | ﹤0.01% | 956 |
|