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PPWM
PFG Private Wealth Management’s
Labcorp
LH
Stock Holding History
PFG Private Wealth Management’s Portfolio
LH Stock Details
LH Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-6
Closed
-$1.21K
–
270
2023
Q3
$1.21K
Sell
6
-1
-14%
-$211
﹤0.01%
250
2023
Q2
$1.45K
Hold
7
–
–
﹤0.01%
257
2023
Q1
$1.38K
Hold
7
–
–
﹤0.01%
259
2022
Q4
$1K
Hold
7
–
–
﹤0.01%
320
2022
Q3
$1K
Sell
7
-1,114
-99%
-$228K
﹤0.01%
323
2022
Q2
$226K
Sell
1,121
-10
-0.9%
-$2.13K
0.13%
55
2022
Q1
$256K
Buy
1,131
+1,109
+5,041%
+$261K
0.13%
59
2021
Q4
$6K
Hold
22
–
–
﹤0.01%
221
2021
Q3
$5K
Buy
+22
New
+$5.54K
﹤0.01%
209
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1-Year Est. Return
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$16B AUM
4.15%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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