Sterling Investment Advisors (Pennsylvania)’s Peoples Financial Services PFIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,004
| Closed | -$56K | – | 386 |
|
|
2022
Q2 | $56K | Hold |
1,004
| – | – | 0.02% | 218 |
|
|
2022
Q1 | $51K | Hold |
1,004
| – | – | 0.01% | 248 |
|
|
2021
Q4 | $53K | Hold |
1,004
| – | – | 0.01% | 248 |
|
|
2021
Q3 | $46K | Hold |
1,004
| – | – | 0.01% | 258 |
|
|
2021
Q2 | $43K | Hold |
1,004
| – | – | 0.01% | 272 |
|
|
2021
Q1 | $42K | Hold |
1,004
| – | – | 0.01% | 253 |
|
|
2020
Q4 | $37K | Hold |
1,004
| – | – | 0.01% | 251 |
|
|
2020
Q3 | $35K | Hold |
1,004
| – | – | 0.01% | 245 |
|
|
2020
Q2 | $38K | Hold |
1,004
| – | – | 0.02% | 237 |
|
|
2020
Q1 | $39K | Hold |
1,004
| – | – | 0.02% | 206 |
|
|
2019
Q4 | $50K | Hold |
1,004
| – | – | 0.02% | 208 |
|
|
2019
Q3 | $45K | Hold |
1,004
| – | – | 0.02% | 218 |
|
|
2019
Q2 | $45K | Hold |
1,004
| – | – | 0.02% | 218 |
|
|
2019
Q1 | $45K | Hold |
1,004
| – | – | 0.02% | 216 |
|
|
2018
Q4 | $44K | Hold |
1,004
| – | – | 0.03% | 204 |
|
|
2018
Q3 | $43K | Hold |
1,004
| – | – | 0.02% | 240 |
|
|
2018
Q2 | $47K | Hold |
1,004
| – | – | 0.03% | 215 |
|
|
2018
Q1 | $46K | Buy |
+1,004
| New | +$46K | 0.03% | 201 |
|