Steward Partners Investment Advisory’s Peoples Financial Services PFIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-500	Closed	-$21.7K	–	3373
2023 Q1	$21.7K	Hold	500	–	–	﹤0.01%	2215
2022 Q4	$25.9K	Hold	500	–	–	﹤0.01%	2116
2022 Q3	$23K	Hold	500	–	–	﹤0.01%	2167
2022 Q2	$28K	Hold	500	–	–	﹤0.01%	2084
2022 Q1	$25K	Hold	500	–	–	﹤0.01%	2265
2021 Q4	$26K	Hold	500	–	–	﹤0.01%	2215
2021 Q3	$23K	Hold	500	–	–	﹤0.01%	2269
2021 Q2	$21K	Hold	500	–	–	﹤0.01%	5020
2021 Q1	$21.1K	Hold	500	–	–	﹤0.01%	2450
2020 Q4	$18K	Hold	500	–	–	﹤0.01%	2099
2020 Q3	$17K	Hold	500	–	–	﹤0.01%	1947
2020 Q2	$19K	Hold	500	–	–	﹤0.01%	1794
2020 Q1	$19K	Hold	500	–	–	﹤0.01%	1630
2019 Q4	$25K	Hold	500	–	–	﹤0.01%	1703
2019 Q3	$22K	Hold	500	–	–	﹤0.01%	1693
2019 Q2	$22K	Buy	+500	New	+$22K	﹤0.01%	1674
2018 Q4	–	Sell	-500	Closed	-$21K	–	1743
2018 Q3	$21K	Hold	500	–	–	﹤0.01%	1538
2018 Q2	$24K	Hold	500	–	–	﹤0.01%	1395
2018 Q1	$22K	Hold	500	–	–	﹤0.01%	1297
2017 Q4	$23K	Hold	500	–	–	﹤0.01%	1069
2017 Q3	$23K	Hold	500	–	–	﹤0.01%	906
2017 Q2	$21K	Hold	500	–	–	﹤0.01%	852
2017 Q1	$20K	Buy	+500	New	+$20K	﹤0.01%	760