PFWA
Paces Ferry Wealth Advisors’s SouthState SSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,180
| Closed | -$227K | – | 112 |
|
|
2023
Q1 | $227K | Buy |
3,180
+13
| +0.4% | +$926 | 0.18% | 102 |
|
|
2022
Q4 | $242K | Sell |
3,167
-718
| -18% | -$54.8K | 0.24% | 90 |
|
|
2022
Q3 | $307K | Sell |
3,885
-1,360
| -26% | -$107K | 0.34% | 68 |
|
|
2022
Q2 | $405K | Hold |
5,245
| – | – | 0.4% | 56 |
|
|
2022
Q1 | $428K | Buy |
+5,245
| New | +$428K | 0.34% | 62 |
|