PFWA
Paces Ferry Wealth Advisors’s Factset FDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Sell |
522
-30
| -5% | -$13.4K | 0.11% | 104 |
|
|
2025
Q1 | $251K | Sell |
552
-7
| -1% | -$3.18K | 0.12% | 105 |
|
|
2024
Q4 | $268K | Sell |
559
-31
| -5% | -$14.9K | 0.13% | 102 |
|
|
2024
Q3 | $271K | Sell |
590
-17
| -3% | -$7.82K | 0.16% | 96 |
|
|
2024
Q2 | $248K | Buy |
607
+2
| +0.3% | +$817 | 0.15% | 99 |
|
|
2024
Q1 | $275K | Sell |
605
-34
| -5% | -$15.4K | 0.18% | 89 |
|
|
2023
Q4 | $305K | Sell |
639
-1
| -0.2% | -$477 | 0.21% | 86 |
|
|
2023
Q3 | $280K | Sell |
640
-14
| -2% | -$6.12K | 0.22% | 86 |
|
|
2023
Q2 | $262K | Buy |
654
+2
| +0.3% | +$801 | 0.2% | 91 |
|
|
2023
Q1 | $271K | Sell |
652
-16
| -2% | -$6.64K | 0.22% | 90 |
|
|
2022
Q4 | $268K | Sell |
668
-4
| -0.6% | -$1.61K | 0.26% | 82 |
|
|
2022
Q3 | $269K | Hold |
672
| – | – | 0.29% | 78 |
|
|
2022
Q2 | $258K | Sell |
672
-5
| -0.7% | -$1.92K | 0.25% | 85 |
|
|
2022
Q1 | $294K | Sell |
677
-3
| -0.4% | -$1.3K | 0.23% | 86 |
|
|
2021
Q4 | $330K | Sell |
680
-32
| -4% | -$15.5K | 0.24% | 84 |
|
|
2021
Q3 | $281K | Sell |
712
-9
| -1% | -$3.55K | 0.22% | 92 |
|
|
2021
Q2 | $242K | Sell |
721
-11
| -2% | -$3.69K | 0.19% | 109 |
|
|
2021
Q1 | $226K | Buy |
732
+5
| +0.7% | +$1.54K | 0.2% | 108 |
|
|
2020
Q4 | $242K | Sell |
727
-70
| -9% | -$23.3K | 0.22% | 95 |
|
|
2020
Q3 | $267K | Buy |
+797
| New | +$267K | 0.23% | 81 |
|