Peloton Wealth Strategists’s Premier Financial Corp. Common Stock PFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,292
| Closed | -$165K | – | 93 |
|
|
2023
Q2 | $165K | Hold |
10,292
| – | – | 0.07% | 88 |
|
|
2023
Q1 | $213K | Buy |
+10,292
| New | +$213K | 0.1% | 88 |
|
|
2022
Q1 | – | Sell |
-6,574
| Closed | -$203K | – | 94 |
|
|
2021
Q4 | $203K | Hold |
6,574
| – | – | 0.08% | 89 |
|
|
2021
Q3 | $209K | Buy |
+6,574
| New | +$209K | 0.09% | 86 |
|
|
2021
Q2 | – | Sell |
-6,574
| Closed | -$219K | – | 87 |
|
|
2021
Q1 | $219K | Buy |
+6,574
| New | +$219K | 0.1% | 80 |
|
|
2020
Q1 | – | Sell |
-6,574
| Closed | -$207K | – | 80 |
|
|
2019
Q4 | $207K | Buy |
+6,574
| New | +$207K | 0.13% | 74 |
|
|
2018
Q3 | – | Sell |
-6,574
| Closed | -$220K | – | 63 |
|
|
2018
Q2 | $220K | Buy |
+6,574
| New | +$220K | 0.16% | 61 |
|
|
2017
Q1 | – | Sell |
-17,782
| Closed | -$451K | – | 74 |
|
|
2016
Q4 | $451K | Hold |
17,782
| – | – | 0.37% | 69 |
|
|
2016
Q3 | $397K | Buy |
+17,782
| New | +$397K | 0.33% | 68 |
|