Dakota Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $158K | Hold |
12,650
|
|
||||
2025
Q1 | $151K | Hold |
12,650
|
|
||||
2024
Q4 | $149K | Hold |
12,650
|
|
||||
2024
Q3 | $156K | Hold |
12,650
|
|
||||
2024
Q2 | $148K | Hold |
12,650
|
|
||||
2024
Q1 | $150K | Hold |
12,650
|
|
||||
2023
Q4 | $136K | Hold |
12,650
|
|
||||
2023
Q3 | $129K | Buy |
12,650
+1,625
|
|
||||
2023
Q2 | $111K | Buy |
+11,025
|
|
||||
2021
Q2 | – | Sell |
-13,725
|
|
||||
2021
Q1 | $201K | Hold |
13,725
|
|
||||
2020
Q4 | $200K | Hold |
13,725
|
|
||||
2020
Q3 | $185K | Hold |
13,725
|
|
||||
2020
Q2 | $165K | Buy |
13,725
+725
|
|
||||
2020
Q1 | $136K | Buy |
13,000
+1,375
|
|
||||
2019
Q4 | $173K | Hold |
11,625
|
|
||||
2019
Q3 | $169K | Buy |
+11,625
|
|