Bogart Wealth LLC’s Pioneer Floating Rate Fund PHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.5K | Hold |
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2025
Q1 | $25.6K | Hold |
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|
2024
Q4 | $26.1K | Hold |
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|
2024
Q3 | $26.7K | Hold |
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|
2024
Q2 | $26.1K | Hold |
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|
2024
Q1 | $26.1K | Hold |
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|
2023
Q4 | $24.8K | Hold |
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|
2023
Q3 | $24.3K | Hold |
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|
2023
Q2 | $23.4K | Hold |
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|
2023
Q1 | $23.5K | Hold |
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|
2022
Q4 | $23.7K | Hold |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $24K | Hold |
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|
2022
Q1 | $28K | Buy |
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|
2017
Q4 | – | Hold |
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|
2017
Q3 | – | Hold |
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