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WealthPLAN Partners’s Provident Financial Services PFS Stock Holding History

WealthPLAN Partners’s Portfolio PFS Stock Details PFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-181
Closed -$2.96K – 897
2023
Q2 		$2.96K Hold
181
– – ﹤0.01% 1010
2023
Q1 		$3.47K Buy
+181
New +$4K ﹤0.01% 1047
2016
Q3 		– Sell
-542
Closed -$11 – 1048
2016
Q2 		$11 Buy
+542
New +$10.8K ﹤0.01% 2527
2015
Q4 		$22 Buy
+1,084
New +$22.1K ﹤0.01% 1708

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American Century Companies
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WHG
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Principal Financial Group
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return