Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-301
|
|
||||
|
2017
Q2 | $5K | Sell |
301
-722
|
|
||||
|
2017
Q1 | $17K | Buy |
1,023
+722
|
|
||||
|
2016
Q4 | $5K | Hold |
301
|
|
||||
|
2016
Q3 | $5K | Hold |
301
|
|
||||
|
2016
Q2 | $5K | Hold |
301
|
|
||||
|
2016
Q1 | $5K | Sell |
301
-200
|
|
||||
|
2015
Q4 | $7K | Hold |
501
|
|
||||
|
2015
Q3 | $7K | Buy |
+501
|
|
||||
|
2015
Q2 | – | Sell |
-501
|
|
||||
|
2015
Q1 | $9K | Hold |
501
|
|
||||
|
2014
Q4 | $9K | Buy |
501
+200
|
|
||||
|
2014
Q3 | $6K | Hold |
301
|
|
||||
|
2014
Q2 | $6K | Hold |
301
|
|
||||
|
2014
Q1 | $6K | Hold |
301
|
|
||||
|
2013
Q4 | $6K | Hold |
301
|
|
||||
|
2013
Q3 | $6K | Hold |
301
|
|
||||
|
2013
Q2 | $6K | Buy |
+301
|
|