BCWM
PHT
Bartlett & Co Wealth Management’s Pioneer High Income Fund PHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$9.22K | – | 880 |
|
|
2019
Q3 | $9.22K | Hold |
1,000
| – | – | ﹤0.01% | 742 |
|
|
2019
Q2 | $9K | Hold |
1,000
| – | – | ﹤0.01% | 590 |
|
|
2019
Q1 | $8.95K | Hold |
1,000
| – | – | ﹤0.01% | 586 |
|
|
2018
Q4 | $8.04K | Hold |
1,000
| – | – | ﹤0.01% | 595 |
|
|
2018
Q3 | $9.26K | Hold |
1,000
| – | – | ﹤0.01% | 607 |
|
|
2018
Q2 | $9.29K | Hold |
1,000
| – | – | ﹤0.01% | 600 |
|
|
2018
Q1 | $9.39K | Buy |
+1,000
| New | +$9.39K | ﹤0.01% | 614 |
|