SWA
PCSB

SOA Wealth Advisors’s PCSB Financial Corporation PCSB Stock Holding History

SOA Wealth Advisors’s Portfolio PCSB Stock Details PCSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-504
Closed -$9.59K – 986
2022
Q4 		$9.59K Sell
504
-1,042
-67% -$20.1K ﹤0.01% 523
2022
Q3 		$27K Buy
1,546
+4
+0.3% +$76 0.01% 342
2022
Q2 		$29K Buy
1,542
+4
+0.3% +$75 0.01% 330
2022
Q1 		$29K Buy
1,538
+3
+0.2% +$57 0.01% 394
2021
Q4 		$29K Buy
1,535
+4
+0.3% +$75 0.01% 383
2021
Q3 		$28K Buy
1,531
+3
+0.2% +$55 0.01% 397
2021
Q2 		$27K Buy
1,528
+3
+0.2% +$54 0.01% 410
2021
Q1 		$25K Buy
1,525
+3
+0.2% +$49 0.01% 369
2020
Q4 		$25K Buy
+1,522
New +$22.5K 0.01% 367

SOA Wealth Advisors's PCSB Position: Q1 2023 in Review

SOA Wealth Advisors sold out of PCSB Financial Corporation (PCSB) in Q1 2023, closing a stake of 504 shares — an estimated $9.59K sold.

SOA Wealth Advisors first reported a position in PCSB in Q4 2020 and held it in 9 quarters. The position peaked at $29K in Q2 2022. 0 funds tracked by Wall St. Rank hold PCSB as of Q1 2023.

  • SOA Wealth Advisors reported no remaining PCSB Financial Corporation position as of Q1 2023 after selling out during the quarter.
  • SOA Wealth Advisors sold 504 PCSB Financial Corporation shares in Q1 2023, an estimated $9.59K.
  • SOA Wealth Advisors first reported a position in PCSB Financial Corporation in Q4 2020 and held it in 9 quarters.
  • SOA Wealth Advisors's PCSB Financial Corporation position peaked at $29K in Q2 2022.
  • 0 funds tracked by Wall St. Rank held PCSB Financial Corporation as of Q1 2023.

Based on SOA Wealth Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.