Portfolio (Quarterly)
Guide ↗
Arkfeld Wealth Strategies, L.L.C.
· CIK 0001789382| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,385.0 | $218K | 0.07% | +19.0 | +1.4% | $157.15 | +19.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Cyclical
28.2%
Technology
20.0%
Energy
17.1%
Consumer Defensive
9.9%
Financial Services
8.8%
Communication Services
6.7%
Industrials
5.5%
Utilities
2.0%
Basic Materials
0.9%
Healthcare
0.9%