CAPTRUST Financial Advisors
PHD

CAPTRUST Financial Advisors’s Pioneer Floating Rate Fund PHD Stock Holding History

CAPTRUST Financial Advisors’s Portfolio PHD Stock Details PHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$502K Buy
2025
Q1 		$476K Hold
2024
Q4 		$486K Hold
2024
Q3 		$497K Hold
2024
Q2 		$485K Hold
2024
Q1 		$486K Sell
2023
Q4 		$467K Buy
2023
Q3 		$453K Sell
2023
Q2 		$963K Hold
2023
Q1 		$966K Buy