Panagora 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,078
| Closed | -$131K | – | 2206 |
|
|
2021
Q2 | $131K | Sell |
3,078
-11
| -0.4% | -$468 | ﹤0.01% | 1792 |
|
|
2021
Q1 | $130K | Hold |
3,089
| – | – | ﹤0.01% | 1860 |
|
|
2020
Q4 | $114K | Buy |
3,089
+142
| +5% | +$5.24K | ﹤0.01% | 1798 |
|
|
2020
Q3 | $102K | Hold |
2,947
| – | – | ﹤0.01% | 1789 |
|
|
2020
Q2 | $113K | Buy |
+2,947
| New | +$113K | ﹤0.01% | 1746 |
|
|
2019
Q3 | – | Sell |
-42
| Closed | -$2K | – | 2598 |
|
|
2019
Q2 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 2538 |
|