Allworth Financial’s Pioneer Floating Rate Fund PHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,674
| Closed | -$20K | – | 1329 |
|
|
2020
Q1 | $20K | Buy |
2,674
+54
| +2% | +$404 | ﹤0.01% | 560 |
|
|
2019
Q4 | $29K | Buy |
2,620
+45
| +2% | +$498 | ﹤0.01% | 453 |
|
|
2019
Q3 | $27K | Buy |
+2,575
| New | +$27K | ﹤0.01% | 413 |
|
|
2019
Q2 | – | Hold |
0
| – | -$26K | – | 412 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 418 |
|