Compass Financial Advisors’s PotlatchDeltic PCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,271
| Closed | -$261K | – | 64 |
|
|
2023
Q1 | $261K | Buy |
5,271
+69
| +1% | +$3.42K | 0.33% | 99 |
|
|
2022
Q4 | $229K | Buy |
5,202
+124
| +2% | +$5.46K | 0.31% | 108 |
|
|
2022
Q3 | $208K | Sell |
5,078
-32
| -0.6% | -$1.31K | 0.31% | 111 |
|
|
2022
Q2 | $226K | Buy |
5,110
+32
| +0.6% | +$1.42K | 0.31% | 109 |
|
|
2022
Q1 | $268K | Buy |
5,078
+20
| +0.4% | +$1.06K | 0.3% | 113 |
|
|
2021
Q4 | $305K | Buy |
+5,058
| New | +$305K | 0.34% | 96 |
|