Signet Financial Management’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-5,000
| Closed | -$228K | – | 1459 |
|
|
2021
Q3 | $228K | Buy |
+5,000
| New | +$228K | 0.04% | 235 |
|
|
2021
Q2 | – | Sell |
-5,000
| Closed | -$211K | – | 206 |
|
|
2021
Q1 | $211K | Buy |
+5,000
| New | +$211K | 0.04% | 225 |
|
|
2020
Q4 | – | Sell |
-5,405
| Closed | -$203K | – | 234 |
|
|
2020
Q3 | $203K | Hold |
5,405
| – | – | 0.04% | 207 |
|
|
2020
Q2 | $202K | Buy |
+5,405
| New | +$202K | 0.04% | 202 |
|
|
2020
Q1 | – | Sell |
-5,405
| Closed | -$272K | – | 249 |
|
|
2019
Q4 | $272K | Hold |
5,405
| – | – | 0.05% | 215 |
|
|
2019
Q3 | $267K | Hold |
5,405
| – | – | 0.05% | 209 |
|
|
2019
Q2 | $247K | Hold |
5,405
| – | – | 0.05% | 210 |
|
|
2019
Q1 | $233K | Hold |
5,405
| – | – | 0.05% | 212 |
|
|
2018
Q4 | $238K | Hold |
5,405
| – | – | 0.05% | 208 |
|
|
2018
Q3 | $229K | Hold |
5,405
| – | – | 0.04% | 212 |
|
|
2018
Q2 | $254K | Hold |
5,405
| – | – | 0.04% | 208 |
|
|
2018
Q1 | $247K | Hold |
5,405
| – | – | 0.04% | 193 |
|
|
2017
Q4 | $252K | Hold |
5,405
| – | – | 0.05% | 189 |
|
|
2017
Q3 | $258K | Hold |
5,405
| – | – | 0.05% | 172 |
|
|
2017
Q2 | $236K | Hold |
5,405
| – | – | 0.05% | 172 |
|
|
2017
Q1 | $226K | Hold |
5,405
| – | – | 0.05% | 173 |
|
|
2016
Q4 | $263K | Hold |
5,405
| – | – | 0.06% | 150 |
|
|
2016
Q3 | $220K | Buy |
+5,405
| New | +$220K | 0.05% | 152 |
|