LVW Advisors’s Peoples Financial Services PFIS Stock Holding History

LVW Advisors’s Portfolio PFIS Stock Details PFIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$262K	Buy
2016 Q2	–	Sell
2016 Q1	$215K	Hold
2015 Q4	$220K	Hold
2015 Q3	$202K	Hold
2015 Q2	$229K	Hold
2015 Q1	$259K	Hold
2014 Q4	$287K	Buy