True Wealth Design’s Pioneer Bancorp PBFS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$422 Sell
35
-15
-30% -$181 ﹤0.01% 1811
2025
Q1
$586 Buy
50
+23
+85% +$270 ﹤0.01% 1486
2024
Q4
$312 Buy
27
+22
+440% +$254 ﹤0.01% 1164
2024
Q3
$55 Buy
+5
New +$55 ﹤0.01% 1253