Advisory Research’s PDF Solutions PDFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,142
| Closed | -$393K | – | 447 |
|
|
2023
Q3 | $393K | Sell |
12,142
-10,202
| -46% | -$331K | 0.05% | 317 |
|
|
2023
Q2 | $1.01M | Buy |
22,344
+4,159
| +23% | +$188K | 0.13% | 202 |
|
|
2023
Q1 | $771K | Buy |
18,185
+4,314
| +31% | +$183K | 0.13% | 194 |
|
|
2022
Q4 | $396K | Buy |
+13,871
| New | +$396K | 0.04% | 271 |
|