SWMG
PTRS

Strategic Wealth Management Group’s Partners Bancorp Common Stock PTRS Stock Holding History

Strategic Wealth Management Group’s Portfolio PTRS Stock Details PTRS Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$360K Sell
2021
Q1 		$331K Sell
2020
Q4 		$324K Sell
2020
Q3 		$309K Buy
2020
Q2 		$295K Buy