IFP Advisors’s Pacholder High Yield PHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,631
| Closed | -$13K | – | 4379 |
|
|
2017
Q1 | $13K | Hold |
1,631
| – | – | ﹤0.01% | 2764 |
|
|
2016
Q4 | $12K | Buy |
1,631
+666
| +69% | +$4.9K | ﹤0.01% | 2809 |
|
|
2016
Q3 | $7K | Hold |
965
| – | – | ﹤0.01% | 3092 |
|
|
2016
Q2 | $7K | Buy |
+965
| New | +$7K | ﹤0.01% | 2985 |
|
|
2016
Q1 | – | Sell |
-965
| Closed | -$6K | – | 4506 |
|
|
2015
Q4 | $6K | Buy |
+965
| New | +$6K | ﹤0.01% | 2913 |
|