First Trust Advisors’s Professional Holding Corp. Class A Common stock PFHD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-31,935
| Closed | -$886K | – | 2519 |
|
2022
Q4 | $886K | Sell |
31,935
-7,350
| -19% | -$204K | ﹤0.01% | 1999 |
|
2022
Q3 | $1.02M | Buy |
+39,285
| New | +$1.02M | ﹤0.01% | 1990 |
|
2021
Q3 | – | Sell |
-41,758
| Closed | -$752K | – | 2680 |
|
2021
Q2 | $752K | Buy |
41,758
+6,150
| +17% | +$111K | ﹤0.01% | 2133 |
|
2021
Q1 | $654K | Buy |
35,608
+2,980
| +9% | +$54.7K | ﹤0.01% | 2124 |
|
2020
Q4 | $503K | Sell |
32,628
-1,383
| -4% | -$21.3K | ﹤0.01% | 2113 |
|
2020
Q3 | $456K | Buy |
+34,011
| New | +$456K | ﹤0.01% | 2066 |
|