SFM
Systematic Financial Management’s Prestige Consumer Healthcare PBH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,117
| Closed | -$258K | – | 287 |
|
|
2023
Q1 | $258K | Buy |
+4,117
| New | +$258K | 0.01% | 220 |
|
|
2020
Q3 | – | Sell |
-8,185
| Closed | -$307K | – | 389 |
|
|
2020
Q2 | $307K | Sell |
8,185
-3,690
| -31% | -$138K | 0.02% | 351 |
|
|
2020
Q1 | $436K | Sell |
11,875
-5,150
| -30% | -$189K | 0.03% | 194 |
|
|
2019
Q4 | $690K | Hold |
17,025
| – | – | 0.03% | 209 |
|
|
2019
Q3 | $591K | Sell |
17,025
-12,620
| -43% | -$438K | 0.03% | 223 |
|
|
2019
Q2 | $939K | Sell |
29,645
-15,645
| -35% | -$496K | 0.04% | 328 |
|
|
2019
Q1 | $1.36M | Buy |
45,290
+8,570
| +23% | +$256K | 0.05% | 306 |
|
|
2018
Q4 | $1.13M | Buy |
36,720
+965
| +3% | +$29.8K | 0.03% | 389 |
|
|
2018
Q3 | $1.36M | Sell |
35,755
-5,145
| -13% | -$195K | 0.03% | 428 |
|
|
2018
Q2 | $1.57M | Buy |
+40,900
| New | +$1.57M | 0.04% | 303 |
|
|
2013
Q3 | – | Sell |
-48,810
| Closed | -$1.42M | – | 686 |
|
|
2013
Q2 | $1.42M | Buy |
+48,810
| New | +$1.42M | 0.01% | 508 |
|