Avantax Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Sell |
11,955
-866
| -7% | -$8.5K | ﹤0.01% | 2276 |
|
|
2025
Q1 | $121K | Buy |
12,821
+928
| +8% | +$8.79K | ﹤0.01% | 2147 |
|
|
2024
Q4 | $115K | Sell |
11,893
-253
| -2% | -$2.45K | ﹤0.01% | 2114 |
|
|
2024
Q3 | $120K | Sell |
12,146
-314
| -3% | -$3.11K | ﹤0.01% | 2062 |
|
|
2024
Q2 | $120K | Buy |
12,460
+2,030
| +19% | +$19.6K | ﹤0.01% | 1997 |
|
|
2024
Q1 | $101K | Buy |
+10,430
| New | +$101K | ﹤0.01% | 1591 |
|
|
2020
Q4 | – | Sell |
-10,229
| Closed | -$102K | – | 1237 |
|
|
2020
Q3 | $102K | Buy |
+10,229
| New | +$102K | ﹤0.01% | 1301 |
|