Cetera Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
20,866
+21
| +0.1% | +$206 | ﹤0.01% | 3708 |
|
|
2025
Q1 | $197K | Sell |
20,845
-780
| -4% | -$7.39K | ﹤0.01% | 3609 |
|
|
2024
Q4 | $209K | Sell |
21,625
-4,500
| -17% | -$43.6K | ﹤0.01% | 3403 |
|
|
2024
Q3 | $259K | Buy |
26,125
+23
| +0.1% | +$228 | ﹤0.01% | 3194 |
|
|
2024
Q2 | $252K | Buy |
26,102
+3,422
| +15% | +$33.1K | ﹤0.01% | 3193 |
|
|
2024
Q1 | $220K | Buy |
+22,680
| New | +$220K | ﹤0.01% | 3299 |
|