PFWA
Paces Ferry Wealth Advisors’s American International AIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
2,912
-312
| -10% | -$26.7K | 0.11% | 102 |
|
|
2025
Q1 | $280K | Sell |
3,224
-73
| -2% | -$6.35K | 0.14% | 98 |
|
|
2024
Q4 | $240K | Buy |
3,297
+20
| +0.6% | +$1.46K | 0.12% | 110 |
|
|
2024
Q3 | $240K | Sell |
3,277
-63
| -2% | -$4.61K | 0.14% | 103 |
|
|
2024
Q2 | $248K | Sell |
3,340
-60
| -2% | -$4.45K | 0.15% | 98 |
|
|
2024
Q1 | $266K | Sell |
3,400
-240
| -7% | -$18.8K | 0.17% | 94 |
|
|
2023
Q4 | $247K | Buy |
3,640
+48
| +1% | +$3.25K | 0.17% | 93 |
|
|
2023
Q3 | $218K | Hold |
3,592
| – | – | 0.17% | 95 |
|
|
2023
Q2 | $207K | Buy |
+3,592
| New | +$207K | 0.16% | 103 |
|
|
2023
Q1 | – | Sell |
-3,271
| Closed | -$207K | – | 112 |
|
|
2022
Q4 | $207K | Buy |
+3,271
| New | +$207K | 0.2% | 103 |
|
|
2022
Q2 | – | Sell |
-3,495
| Closed | -$219K | – | 103 |
|
|
2022
Q1 | $219K | Sell |
3,495
-408
| -10% | -$25.6K | 0.17% | 112 |
|
|
2021
Q4 | $222K | Sell |
3,903
-2,525
| -39% | -$144K | 0.16% | 105 |
|
|
2021
Q3 | $353K | Sell |
6,428
-315
| -5% | -$17.3K | 0.28% | 80 |
|
|
2021
Q2 | $321K | Sell |
6,743
-138
| -2% | -$6.57K | 0.25% | 83 |
|
|
2021
Q1 | $318K | Buy |
6,881
+589
| +9% | +$27.2K | 0.28% | 79 |
|
|
2020
Q4 | $238K | Sell |
6,292
-939
| -13% | -$35.5K | 0.22% | 100 |
|
|
2020
Q3 | $199K | Buy |
+7,231
| New | +$199K | 0.17% | 101 |
|