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Disclosery

FundX Investment Group, LLC: PKW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FundX Investment Group, LLC on PKW, newest first. How the timeline and the estimate are built.

FundX Investment Group, LLC held 90,061 PKW shares at 2021-12-31 per its 13F-HR filed 2022-01-26.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 90,061 shares
    Change vs previous 13F +26,682 shares

    2.11% of the 13F portfolio, value $8,691,000.

    13F-HR 0001172661-22-000184 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-09-30
    13F 63,379 shares
    Change vs previous 13F +7,093 shares

    2.7% of the 13F portfolio, value $5,714,000.

    13F-HR 0001172661-21-002104 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-06-30
    13F 56,286 shares
    Change vs previous 13F +56,286 shares

    4.7% of the 13F portfolio, value $10,594,000.

    13F-HR 0001172661-21-001552 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2020-03-31
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001172661-20-001090 filed by FundX Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.