LVW Advisors’s Peoples Financial Services PFIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-5,781
| Closed | -$215K | – | 146 |
|
|
2016
Q1 | $215K | Hold |
5,781
| – | – | 0.07% | 142 |
|
|
2015
Q4 | $220K | Hold |
5,781
| – | – | 0.09% | 137 |
|
|
2015
Q3 | $202K | Hold |
5,781
| – | – | 0.09% | 134 |
|
|
2015
Q2 | $229K | Hold |
5,781
| – | – | 0.1% | 130 |
|
|
2015
Q1 | $259K | Hold |
5,781
| – | – | 0.12% | 127 |
|
|
2014
Q4 | $287K | Buy |
+5,781
| New | +$287K | 0.16% | 120 |
|