PWM
ParenteBeard Wealth Management’s Financial Institutions FISI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-10,259
| Closed | -$236K | – | 106 |
|
|
2014
Q1 | $236K | Sell |
10,259
-12,485
| -55% | -$287K | 0.12% | 90 |
|
|
2013
Q4 | $562K | Sell |
22,744
-6,127
| -21% | -$151K | 0.22% | 69 |
|
|
2013
Q3 | $591K | Sell |
28,871
-1,972
| -6% | -$40.4K | 0.29% | 47 |
|
|
2013
Q2 | $568K | Buy |
+30,843
| New | +$568K | 0.26% | 53 |
|