AWM
PHD

Avior Wealth Management’s Pioneer Floating Rate Fund PHD Stock Holding History

Avior Wealth Management’s Portfolio PHD Stock Details PHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,801
Closed -$17.4K – 1882
2024
Q4 		$17.4K Buy
1,801
+647
+56% +$6.26K ﹤0.01% 1449
2024
Q3 		$11.4K Sell
1,154
-3
-0.3% -$30 ﹤0.01% 1513
2024
Q2 		$11.2K Buy
+1,157
New +$11.2K ﹤0.01% 1483