Clear Creek Financial Management’s Pioneer Diversified High Income Fund HNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $344K | Buy |
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|
2025
Q1 | $293K | Buy |
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|
2024
Q4 | $269K | Buy |
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|
2024
Q3 | $258K | Buy |
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|
2024
Q2 | $225K | Buy |
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|
2024
Q1 | $199K | Sell |
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|
2023
Q4 | $190K | Sell |
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|
2023
Q3 | $192K | Buy |
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|
2023
Q2 | $185K | Buy |
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|
2023
Q1 | $181K | Sell |
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|
2022
Q4 | $206K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $518K | Buy |
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|
2021
Q3 | $498K | Buy |
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|
2021
Q2 | $483K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $366K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $260K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $194K | Buy |
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