CWP
PFLT icon

Cyndeo Wealth Partners’s PennantPark Floating Rate Capital PFLT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-11,287
Closed -$131K 459
2024
Q3
$131K Buy
11,287
+298
+3% +$3.45K 0.01% 440
2024
Q2
$127K Buy
+10,989
New +$127K 0.01% 388