Collaborative Wealth Management’s Pioneer High Income Fund PHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $131K | Sell |
16,206
-1,023
|
|
||||
|
2025
Q1 | $133K | Hold |
17,229
|
|
||||
|
2024
Q4 | $134K | Hold |
17,229
|
|
||||
|
2024
Q3 | $138K | Sell |
17,229
-248
|
|
||||
|
2024
Q2 | $131K | Hold |
17,477
|
|
||||
|
2024
Q1 | $134K | Sell |
17,477
-5,363
|
|
||||
|
2023
Q4 | $163K | Sell |
22,840
-2,559
|
|
||||
|
2023
Q3 | $170K | Hold |
25,399
|
|
||||
|
2023
Q2 | $171K | Sell |
25,399
-43
|
|
||||
|
2023
Q1 | $169K | Sell |
25,442
-386
|
|
||||
|
2022
Q4 | $168K | Buy |
25,828
+52
|
|
||||
|
2022
Q3 | $167K | Sell |
25,776
-1,548
|
|
||||
|
2022
Q2 | $193K | Buy |
+27,324
|
|
||||
|
2021
Q4 | $264K | Buy |
+27,236
|
|
||||
|
2021
Q1 | $221K | Buy |
+27,277
|
|