Camarda Financial Advisors’s Pioneer Floating Rate Fund PHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-484,457
| Closed | -$5.56M | – | 186 |
|
|
2017
Q4 | $5.56M | Sell |
484,457
-78,978
| -14% | -$906K | 6.65% | 2 |
|
|
2017
Q3 | $6.74M | Buy |
563,435
+40,284
| +8% | +$482K | 7.25% | 2 |
|
|
2017
Q2 | $6.23M | Buy |
523,151
+102,585
| +24% | +$1.22M | 6.66% | 2 |
|
|
2017
Q1 | $5.14M | Sell |
420,566
-25,841
| -6% | -$316K | 5.01% | 2 |
|
|
2016
Q4 | $5.3M | Sell |
446,407
-75,054
| -14% | -$891K | 3.6% | 3 |
|
|
2016
Q3 | $6.15M | Buy |
521,461
+455,156
| +686% | +$5.37M | 3.75% | 3 |
|
|
2016
Q2 | $747K | Buy |
+66,305
| New | +$747K | 0.47% | 63 |
|