Summit Trail Advisors’s PotlatchDeltic PCH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
+32,253
| New | +$1.24M | 0.02% | 397 |
|
|
2024
Q4 | – | Sell |
-28,096
| Closed | -$1.27M | – | 656 |
|
|
2024
Q3 | $1.27M | Sell |
28,096
-70
| -0.2% | -$3.15K | 0.03% | 226 |
|
|
2024
Q2 | $1.11M | Buy |
28,166
+104
| +0.4% | +$4.1K | 0.03% | 231 |
|
|
2024
Q1 | $1.32M | Buy |
28,062
+6,994
| +33% | +$329K | 0.04% | 175 |
|
|
2023
Q4 | $1.03M | Buy |
+21,068
| New | +$1.03M | 0.03% | 169 |
|