Nuveen Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.45M | Buy |
28,321
+1,464
| +5% | +$74.9K | ﹤0.01% | 2523 |
|
|
2024
Q3 | $1.26M | Hold |
26,857
| – | – | ﹤0.01% | 2653 |
|
|
2024
Q2 | $1.22M | Buy |
26,857
+2,843
| +12% | +$129K | ﹤0.01% | 2629 |
|
|
2024
Q1 | $1.04M | Hold |
24,014
| – | – | ﹤0.01% | 2695 |
|
|
2023
Q4 | $1.17M | Buy |
24,014
+275
| +1% | +$13.4K | ﹤0.01% | 2667 |
|
|
2023
Q3 | $952K | Sell |
23,739
-238
| -1% | -$9.54K | ﹤0.01% | 2595 |
|
|
2023
Q2 | $1.05M | Hold |
23,977
| – | – | ﹤0.01% | 2629 |
|
|
2023
Q1 | $1.04M | Sell |
23,977
-2,166
| -8% | -$93.9K | ﹤0.01% | 2597 |
|
|
2022
Q4 | $1.36M | Sell |
26,143
-4,048
| -13% | -$210K | ﹤0.01% | 2558 |
|
|
2022
Q3 | $1.41M | Sell |
30,191
-702
| -2% | -$32.9K | ﹤0.01% | 2573 |
|
|
2022
Q2 | $1.73M | Sell |
30,893
-631
| -2% | -$35.2K | ﹤0.01% | 2509 |
|
|
2022
Q1 | $1.61M | Buy |
31,524
+255
| +0.8% | +$13K | ﹤0.01% | 2609 |
|
|
2021
Q4 | $1.49M | Sell |
31,269
-2,429
| -7% | -$116K | ﹤0.01% | 2705 |
|
|
2021
Q3 | $1.49M | Sell |
33,698
-852
| -2% | -$37.8K | ﹤0.01% | 2808 |
|
|
2021
Q2 | $1.47M | Buy |
34,550
+320
| +0.9% | +$13.6K | ﹤0.01% | 2845 |
|
|
2021
Q1 | $1.45M | Sell |
34,230
-1,077
| -3% | -$45.5K | ﹤0.01% | 2760 |
|
|
2020
Q4 | $1.3M | Sell |
35,307
-1,660
| -4% | -$61K | ﹤0.01% | 2709 |
|
|
2020
Q3 | $1.29M | Buy |
36,967
+3,547
| +11% | +$123K | ﹤0.01% | 2577 |
|
|
2020
Q2 | $1.28M | Buy |
33,420
+5,565
| +20% | +$212K | ﹤0.01% | 2517 |
|
|
2020
Q1 | $1.11M | Sell |
27,855
-191
| -0.7% | -$7.59K | ﹤0.01% | 2477 |
|
|
2019
Q4 | $1.41M | Hold |
28,046
| – | – | ﹤0.01% | 2565 |
|
|
2019
Q3 | $1.27M | Sell |
28,046
-817
| -3% | -$37K | ﹤0.01% | 2595 |
|
|
2019
Q2 | $1.3M | Buy |
+28,863
| New | +$1.3M | ﹤0.01% | 2629 |
|