Rockbridge Investment Management’s Pathfinder Bancorp PBHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,092
| Closed | -$28.9K | – | 483 |
|
|
2023
Q4 | $28.9K | Buy |
+2,092
| New | +$28.9K | ﹤0.01% | 291 |
|
|
2022
Q3 | – | Sell |
-2,092
| Closed | -$41.7K | – | 452 |
|
|
2022
Q2 | $41.7K | Hold |
2,092
| – | – | 0.01% | 229 |
|
|
2022
Q1 | $44.2K | Sell |
2,092
-131,375
| -98% | -$2.77M | 0.01% | 310 |
|
|
2021
Q4 | $2.26M | Buy |
+133,467
| New | +$2.26M | 0.33% | 43 |
|