Kennedy Capital Management’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-40,275
| Closed | -$1.71M | – | 726 |
|
|
2018
Q3 | $1.71M | Hold |
40,275
| – | – | 0.03% | 591 |
|
|
2018
Q2 | $1.89M | Hold |
40,275
| – | – | 0.04% | 607 |
|
|
2018
Q1 | $1.84M | Sell |
40,275
-1,338
| -3% | -$61.1K | 0.04% | 609 |
|
|
2017
Q4 | $1.94M | Sell |
41,613
-374
| -0.9% | -$17.4K | 0.03% | 619 |
|
|
2017
Q3 | $2.01M | Buy |
41,987
+23,168
| +123% | +$1.11M | 0.04% | 615 |
|
|
2017
Q2 | $823K | Buy |
18,819
+648
| +4% | +$28.3K | 0.02% | 660 |
|
|
2017
Q1 | $760K | Buy |
18,171
+4,370
| +32% | +$183K | 0.01% | 678 |
|
|
2016
Q4 | $672K | Buy |
+13,801
| New | +$672K | 0.01% | 676 |
|