Creative Planning’s Pacholder High Yield PHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $63K | Hold |
|
|||||
|
2017
Q1 | $61K | Hold |
|
|||||
|
2016
Q4 | $57K | Hold |
|
|||||
|
2016
Q3 | $56K | Hold |
|
|||||
|
2016
Q2 | $56K | Hold |
|
|||||
|
2016
Q1 | $50K | Hold |
|
|||||
|
2015
Q4 | $48K | Hold |
|
|||||
|
2015
Q3 | $50K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $84K | Buy |
|
|||||
|
2014
Q4 | $64K | Sell |
|
|||||
|
2014
Q3 | $138K | Buy |
|
|||||
|
2014
Q2 | $71K | Hold |
|
|||||
|
2014
Q1 | $65K | Sell |
|
|||||
|
2013
Q4 | $96K | Hold |
|
|||||
|
2013
Q3 | $98K | Hold |
|
|||||
|
2013
Q2 | $104K | Buy |
|