AWM
PHD

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

Axxcess Wealth Management’s Portfolio PHD Stock Details PHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,663
Closed -$122K – 621
2022
Q1 		$122K Sell
11,663
-2,917
-20% -$30.5K 0.01% 606
2021
Q4 		$169K Buy
+14,580
New +$169K 0.01% 595