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Van Hulzen Asset Management’s Peoples Financial Services PFIS Stock Holding History

Van Hulzen Asset Management’s Portfolio PFIS Stock Details PFIS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,238
Closed -$166K – 871
2024
Q4 		$166K Buy
+3,238
New +$166K 0.01% 335
2020
Q1 		– Sell
-4,238
Closed -$213K – 287
2019
Q4 		$213K Buy
+4,238
New +$213K 0.04% 259