Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,393
|
|
||||
|
2023
Q2 | $69.8K | Buy |
+10,393
|
|
||||
|
2019
Q2 | – | Sell |
-12,205
|
|
||||
|
2019
Q1 | $109K | Buy |
+12,205
|
|
||||
|
2018
Q2 | – | Sell |
-18,105
|
|
||||
|
2018
Q1 | $170K | Buy |
+18,105
|
|
||||
|
2017
Q3 | – | Sell |
-8,770
|
|
||||
|
2017
Q2 | $87K | Hold |
8,770
|
|
||||
|
2017
Q1 | $87K | Buy |
8,770
+500
|
|
||||
|
2016
Q4 | $84K | Hold |
8,270
|
|
||||
|
2016
Q3 | $87K | Hold |
8,270
|
|
||||
|
2016
Q2 | $83K | Hold |
8,270
|
|
||||
|
2016
Q1 | $83K | Hold |
8,270
|
|
||||
|
2015
Q4 | $79K | Hold |
8,270
|
|
||||
|
2015
Q3 | $85K | Buy |
+8,270
|
|
||||
|
2015
Q2 | – | Sell |
-1,670
|
|
||||
|
2015
Q1 | $21K | Sell |
1,670
-15,008
|
|
||||
|
2014
Q4 | $286K | Buy |
16,678
+2,500
|
|
||||
|
2014
Q3 | $240K | Hold |
14,178
|
|
||||
|
2014
Q2 | $262K | Buy |
14,178
+668
|
|
||||
|
2014
Q1 | $241K | Buy |
+13,510
|
|