PWMAG
Pinnacle Wealth Management Advisory Group’s Provident Financial Services PFS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-15,578
| Closed | -$382K | – | 192 |
|
2019
Q3 | $382K | Hold |
15,578
| – | – | 0.16% | 118 |
|
2019
Q2 | $378K | Hold |
15,578
| – | – | 0.16% | 125 |
|
2019
Q1 | $403K | Sell |
15,578
-6,524
| -30% | -$169K | 0.18% | 116 |
|
2018
Q4 | $533K | Buy |
+22,102
| New | +$533K | 0.29% | 100 |
|