EPA
PHD

Element Pointe Advisors’s Pioneer Floating Rate Fund PHD Stock Holding History

Element Pointe Advisors’s Portfolio PHD Stock Details PHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-23,235
Closed -$229K – 94
2018
Q4 		$229K Buy
+23,235
New +$229K 0.14% 77