CWM
PHD

Cornerstone Wealth Management’s Pioneer Floating Rate Fund PHD Stock Holding History

Cornerstone Wealth Management’s Portfolio PHD Stock Details PHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-6,400
Closed -$575K – 1446
2018
Q2 		$575K Buy
+6,400
New +$575K 0.01% 961