Peterson Financial Group, Inc. First Trust Senior Ln Fund Transaction History

Peterson Financial Group, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 31, 2023	SELL	$45.24 - $46.08 $6,288 - $6,405	-139 Reduced 2.98%	4,521 $206,000
Q2 2023 Aug 04, 2023	SELL	$44.57 - $45.56 $1,292 - $1,321	-29 Reduced 0.62%	4,660 $211,000
Q1 2023 Apr 25, 2023	SELL	$44.68 - $45.87 $7,461 - $7,660	-167 Reduced 3.44%	4,689 $212,000
Q4 2022 Feb 03, 2023	BUY	$44.39 - $45.44 $754 - $772	17 Added 0.35%	4,856 $216,000
Q3 2022 Oct 17, 2022	SELL	$43.93 - $46.31 $61,238 - $64,556	-1,394 Reduced 22.36%	4,839 $214,000

Q2 2022 Jul 20, 2022	BUY	$44.1 - $47.48 $2,425 - $2,611	55 Added 0.89%	6,233 $275,000
Q1 2022 Jul 19, 2022	BUY	$46.53 - $48.08 $287,462 - $297,038	6,178 New	6,178 $291,000

323

34.4M

Get notified when there are updates to the investment portfolio of Peterson Financial Group, Inc., based on Form 13F filings with the SEC.

Stay updated on Peterson Financial Group, Inc. with notifications on news.