Toth Financial Advisory’s PDF Solutions PDFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,120
Closed -$89.9K 858
2023
Q1
$89.9K Sell
2,120
-1,010
-32% -$42.8K 0.01% 228
2022
Q4
$89.3K Buy
3,130
+630
+25% +$18K 0.01% 232
2022
Q3
$61K Buy
+2,500
New +$61K 0.01% 253