Lido Advisors
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Lido Advisors’s Provident Financial Services PFS Stock Holding History

Lido Advisors’s Portfolio PFS Stock Details PFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17,637
Closed -$377K – 1037
2022
Q4 		$377K Buy
17,637
+1,750
+11% +$37.4K ﹤0.01% 643
2022
Q3 		$309K Buy
+15,887
New +$309K ﹤0.01% 655