Sutton Wealth Advisors’s Provident Financial Services PFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-784
| Closed | -$16.7K | – | 1356 |
|
|
2022
Q4 | $16.7K | Sell |
784
-4
| -0.5% | -$85 | 0.01% | 766 |
|
|
2022
Q3 | $15.4K | Buy |
788
+41
| +5% | +$800 | 0.01% | 748 |
|
|
2022
Q2 | $16.6K | Sell |
747
-17
| -2% | -$378 | 0.01% | 737 |
|
|
2022
Q1 | $17.9K | Hold |
764
| – | – | 0.01% | 742 |
|
|
2021
Q4 | $18.5K | Buy |
764
+17
| +2% | +$412 | 0.01% | 730 |
|
|
2021
Q3 | $17.5K | Hold |
747
| – | – | 0.01% | 736 |
|
|
2021
Q2 | $17.1K | Hold |
747
| – | – | 0.01% | 752 |
|
|
2021
Q1 | $16.6K | Hold |
747
| – | – | 0.01% | 723 |
|
|
2020
Q4 | $13.4K | Buy |
+747
| New | +$13.4K | 0.01% | 728 |
|
|
2020
Q3 | – | Sell |
-1,261
| Closed | -$18.2K | – | 1245 |
|
|
2020
Q2 | $18.2K | Buy |
1,261
+101
| +9% | +$1.46K | 0.01% | 562 |
|
|
2020
Q1 | $14.9K | Sell |
1,160
-529
| -31% | -$6.8K | 0.01% | 547 |
|
|
2019
Q4 | $41.6K | Hold |
1,689
| – | – | 0.02% | 362 |
|
|
2019
Q3 | $41.4K | Hold |
1,689
| – | – | 0.02% | 351 |
|
|
2019
Q2 | $41K | Hold |
1,689
| – | – | 0.02% | 353 |
|
|
2019
Q1 | $43.7K | Hold |
1,689
| – | – | 0.03% | 331 |
|
|
2018
Q4 | $40.8K | Hold |
1,689
| – | – | 0.03% | 311 |
|
|
2018
Q3 | $41.5K | Hold |
1,689
| – | – | 0.03% | 329 |
|
|
2018
Q2 | $46.5K | Hold |
1,689
| – | – | 0.03% | 305 |
|
|
2018
Q1 | $43.2K | Hold |
1,689
| – | – | 0.03% | 309 |
|
|
2017
Q4 | $45.6K | Hold |
1,689
| – | – | 0.03% | 295 |
|
|
2017
Q3 | $45K | Hold |
1,689
| – | – | 0.03% | 294 |
|
|
2017
Q2 | $42.9K | Hold |
1,689
| – | – | 0.03% | 292 |
|
|
2017
Q1 | $43.7K | Hold |
1,689
| – | – | 0.04% | 286 |
|
|
2016
Q4 | $47.8K | Hold |
1,689
| – | – | 0.04% | 273 |
|
|
2016
Q3 | $35.9K | Hold |
1,689
| – | – | 0.03% | 313 |
|
|
2016
Q2 | $33.2K | Hold |
1,689
| – | – | 0.03% | 311 |
|
|
2016
Q1 | $34.1K | Buy |
+1,689
| New | +$34.1K | 0.03% | 310 |
|