BC
PHD

Bartlett & Co’s Pioneer Floating Rate Fund PHD Stock Holding History

Bartlett & Co’s Portfolio PHD Stock Details PHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$7K Hold
750
– – ﹤0.01% 1047
2023
Q3 		$7K Buy
+750
New +$7K ﹤0.01% 966
2020
Q2 		– Sell
-2,500
Closed -$19K – 859
2020
Q1 		$19K Buy
+2,500
New +$19K ﹤0.01% 592