LPL Financial’s Pacholder High Yield PHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-12,568
| Closed | -$98K | – | 2895 |
|
|
2014
Q3 | $98K | Sell |
12,568
-909
| -7% | -$7.09K | ﹤0.01% | 2605 |
|
|
2014
Q2 | $121K | Buy |
13,477
+235
| +2% | +$2.11K | ﹤0.01% | 2581 |
|
|
2014
Q1 | $109K | Sell |
13,242
-1,582
| -11% | -$13K | ﹤0.01% | 2545 |
|
|
2013
Q4 | $117K | Buy |
14,824
+937
| +7% | +$7.4K | ﹤0.01% | 2549 |
|
|
2013
Q3 | $108K | Buy |
13,887
+68
| +0.5% | +$529 | ﹤0.01% | 2447 |
|
|
2013
Q2 | $117K | Buy |
+13,819
| New | +$117K | ﹤0.01% | 2316 |
|