J.P. Morgan Private Wealth Advisors’s Provident Financial Services PFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-27,803
| Closed | -$533K | – | 1796 |
|
|
2023
Q1 | $533K | Sell |
27,803
-3,407
| -11% | -$65.3K | ﹤0.01% | 1451 |
|
|
2022
Q4 | $667K | Sell |
31,210
-557
| -2% | -$11.9K | ﹤0.01% | 1335 |
|
|
2022
Q3 | $619K | Sell |
31,767
-1,191
| -4% | -$23.2K | ﹤0.01% | 1367 |
|
|
2022
Q2 | $734K | Sell |
32,958
-1,827
| -5% | -$40.7K | ﹤0.01% | 1289 |
|
|
2022
Q1 | $814K | Sell |
34,785
-123
| -0.4% | -$2.88K | ﹤0.01% | 1311 |
|
|
2021
Q4 | $845K | Sell |
34,908
-3,658
| -9% | -$88.5K | ﹤0.01% | 1327 |
|
|
2021
Q3 | $905K | Buy |
38,566
+1,256
| +3% | +$29.5K | ﹤0.01% | 1262 |
|
|
2021
Q2 | $854K | Buy |
37,310
+4,501
| +14% | +$103K | ﹤0.01% | 1267 |
|
|
2021
Q1 | $731K | Buy |
32,809
+1,078
| +3% | +$24K | ﹤0.01% | 1176 |
|
|
2020
Q4 | $570K | Buy |
31,731
+2,897
| +10% | +$52K | ﹤0.01% | 1241 |
|
|
2020
Q3 | $352K | Sell |
28,834
-770
| -3% | -$9.4K | ﹤0.01% | 1296 |
|
|
2020
Q2 | $428K | Buy |
+29,604
| New | +$428K | ﹤0.01% | 1172 |
|