Foundations Investment Advisors’s Pioneer High Income Fund PHT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-10,871
Closed -$87K 874
2024
Q3
$87K Sell
10,871
-4,993
-31% -$39.9K ﹤0.01% 794
2024
Q2
$119K Sell
15,864
-468,557
-97% -$3.52M ﹤0.01% 732
2024
Q1
$3.71M Buy
484,421
+15,837
+3% +$121K 0.1% 165
2023
Q4
$3.46M Buy
468,584
+47,462
+11% +$351K 0.09% 166
2023
Q3
$2.83M Buy
421,122
+57,988
+16% +$389K 0.09% 182
2023
Q2
$2.44M Buy
+363,134
New +$2.44M 0.08% 172