Ropes Wealth Advisors’s PotlatchDeltic PCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-20,550
| Closed | -$1.02M | – | 281 |
|
|
2023
Q1 | $1.02M | Hold |
20,550
| – | – | 0.18% | 116 |
|
|
2022
Q4 | $904K | Hold |
20,550
| – | – | 0.16% | 122 |
|
|
2022
Q3 | $843K | Buy |
+20,550
| New | +$843K | 0.18% | 112 |
|
|
2018
Q1 | – | Sell |
-149
| Closed | -$7K | – | 700 |
|
|
2017
Q4 | $7K | Hold |
149
| – | – | ﹤0.01% | 569 |
|
|
2017
Q3 | $8K | Buy |
+149
| New | +$8K | ﹤0.01% | 537 |
|