United Capital Financial Advisors’s Perma-Fix Environmental Services PESI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-25,000
Closed -$261K 1104
2023
Q3
$261K Sell
25,000
-10,000
-29% -$105K ﹤0.01% 753
2023
Q2
$384K Hold
35,000
﹤0.01% 723
2023
Q1
$412K Buy
+35,000
New +$412K ﹤0.01% 759