Clear Creek Financial Management’s Pioneer Diversified High Income Fund HNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $344K | Buy |
27,498
+2,990
|
|
||||
|
2025
Q1 | $293K | Buy |
24,508
+1,750
|
|
||||
|
2024
Q4 | $269K | Buy |
22,758
+1,788
|
|
||||
|
2024
Q3 | $258K | Buy |
20,970
+1,700
|
|
||||
|
2024
Q2 | $225K | Buy |
19,270
+2,480
|
|
||||
|
2024
Q1 | $199K | Sell |
16,790
-880
|
|
||||
|
2023
Q4 | $190K | Sell |
17,670
-1,090
|
|
||||
|
2023
Q3 | $192K | Buy |
18,760
+400
|
|
||||
|
2023
Q2 | $185K | Buy |
18,360
+500
|
|
||||
|
2023
Q1 | $181K | Sell |
17,860
-2,600
|
|
||||
|
2022
Q4 | $206K | Buy |
+20,460
|
|
||||
|
2022
Q1 | – | Sell |
-33,804
|
|
||||
|
2021
Q4 | $518K | Buy |
33,804
+1,784
|
|
||||
|
2021
Q3 | $498K | Buy |
32,020
+230
|
|
||||
|
2021
Q2 | $483K | Buy |
+31,790
|
|
||||
|
2021
Q1 | – | Sell |
-25,200
|
|
||||
|
2020
Q4 | $366K | Buy |
+25,200
|
|
||||
|
2020
Q3 | – | Sell |
-21,650
|
|
||||
|
2020
Q2 | $260K | Buy |
+21,650
|
|
||||
|
2019
Q3 | – | Sell |
-13,600
|
|
||||
|
2019
Q2 | $194K | Buy |
+13,600
|
|