Shakespeare Wealth Management’s Premier Financial Corp. Common Stock PFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,092
| Closed | -$212K | – | 77 |
|
|
2022
Q1 | $212K | Hold |
7,092
| – | – | 0.08% | 74 |
|
|
2021
Q4 | $219K | Hold |
7,092
| – | – | 0.08% | 70 |
|
|
2021
Q3 | $229K | Hold |
7,092
| – | – | 0.09% | 68 |
|
|
2021
Q2 | $208K | Buy |
+7,092
| New | +$208K | 0.08% | 73 |
|
|
2020
Q1 | – | Sell |
-7,092
| Closed | -$223K | – | 68 |
|
|
2019
Q4 | $223K | Hold |
7,092
| – | – | 0.12% | 70 |
|
|
2019
Q3 | $205K | Hold |
7,092
| – | – | 0.12% | 72 |
|
|
2019
Q2 | $203K | Buy |
+7,092
| New | +$203K | 0.13% | 69 |
|