Thomas J. Herzfeld Advisors’s Pacholder High Yield PHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
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|
2016
Q4 | $154K | Hold |
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|
2016
Q3 | $153K | Sell |
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|
2016
Q2 | $156K | Hold |
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|
2016
Q1 | $140K | Hold |
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|
2015
Q4 | $134K | Hold |
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|
2015
Q3 | $140K | Hold |
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|
2015
Q2 | $152K | Hold |
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|
2015
Q1 | $164K | Sell |
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|
2014
Q4 | $167K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $8K | Hold |
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|
2013
Q4 | $8K | Buy |
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