Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-13,499
|
|
||||
|
2017
Q2 | $134K | Sell |
13,499
-500
|
|
||||
|
2017
Q1 | $141K | Hold |
13,999
|
|
||||
|
2016
Q4 | $141K | Sell |
13,999
-1,000
|
|
||||
|
2016
Q3 | $160K | Hold |
14,999
|
|
||||
|
2016
Q2 | $150K | Sell |
14,999
-6,600
|
|
||||
|
2016
Q1 | $216K | Hold |
21,599
|
|
||||
|
2015
Q4 | $208K | Sell |
21,599
-3,136
|
|
||||
|
2015
Q3 | $252K | Hold |
24,735
|
|
||||
|
2015
Q2 | $288K | Hold |
24,735
|
|
||||
|
2015
Q1 | $112K | Buy |
24,735
+5,600
|
|
||||
|
2014
Q4 | $329K | Buy |
19,135
+1,230
|
|
||||
|
2014
Q3 | $303K | Sell |
17,905
-2,038
|
|
||||
|
2014
Q2 | $360K | Buy |
19,943
+3,564
|
|
||||
|
2014
Q1 | $294K | Hold |
16,379
|
|
||||
|
2013
Q4 | $281K | Buy |
+16,379
|
|