LWA
PFLT icon

Lineweaver Wealth Advisors’s PennantPark Floating Rate Capital PFLT Stock Holding History

Lineweaver Wealth Advisors’s Portfolio PFLT Stock Details PFLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,314
Closed -$139K – 149
2022
Q1 		$139K Buy
10,314
+105
+1% +$1.37K 0.04% 139
2021
Q4 		$130K Buy
10,209
+137
+1% +$1.8K 0.04% 131
2021
Q3 		$128K Buy
+10,072
New +$131K 0.04% 137
2020
Q4 		– Sell
-10,422
Closed -$87K – 99
2020
Q3 		$87K Buy
10,422
+220
+2% +$1.86K 0.04% 86
2020
Q2 		$85K Buy
+10,202
New +$74.9K 0.04% 80

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AS
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Two Sigma Advisers
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JMPWA
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BlackRock
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AAM
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HWAM
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Legal & General Group
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