Steward Partners Investment Advisory’s Peoples Bancorp PEBO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-250
| Closed | -$6.44K | – | 3371 |
|
|
2023
Q1 | $6.44K | Buy |
250
+200
| +400% | +$5.15K | ﹤0.01% | 2695 |
|
|
2022
Q4 | $1.41K | Buy |
+50
| New | +$1.41K | ﹤0.01% | 3085 |
|
|
2022
Q2 | – | Sell |
-1,605
| Closed | -$50K | – | 3334 |
|
|
2022
Q1 | $50K | Buy |
1,605
+620
| +63% | +$19.3K | ﹤0.01% | 1917 |
|
|
2021
Q4 | $31K | Hold |
985
| – | – | ﹤0.01% | 2123 |
|
|
2021
Q3 | $31K | Buy |
+985
| New | +$31K | ﹤0.01% | 2116 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$4K | – | 2966 |
|
|
2020
Q3 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 2442 |
|