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
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		$360K Sell
44,827
-478
-1% -$3.84K 0.13% 86
2021
Q1 		$331K Sell
45,305
-4,522
-9% -$33K 0.13% 97
2020
Q4 		$324K Sell
49,827
-5,000
-9% -$32.5K 0.14% 85
2020
Q3 		$309K Buy
54,827
+10,000
+22% +$56.4K 0.15% 80
2020
Q2 		$295K Buy
+44,827
New +$295K 0.17% 69