American Capital Advisory’s Ponce Financial Group PDLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $38.8K | Buy |
2,800
+200
| +8% | +$2.77K | 0.02% | 202 |
|
2025
Q1 | $32.9K | Buy |
2,600
+100
| +4% | +$1.27K | 0.02% | 220 |
|
2024
Q4 | $32.5K | Buy |
2,500
+1,500
| +150% | +$19.5K | 0.02% | 214 |
|
2024
Q3 | $11.7K | Hold |
1,000
| – | – | 0.01% | 282 |
|
2024
Q2 | $9.76K | Buy |
+1,000
| New | +$9.76K | 0.01% | 260 |
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$9.76K | – | 499 |
|
2023
Q4 | $9.76K | Buy |
+1,000
| New | +$9.76K | 0.01% | 260 |
|