Gen-Wealth Partners’s Pioneer Floating Rate Fund PHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-417
| Closed | -$3.95K | – | 656 |
|
|
2025
Q1 | $3.95K | Hold |
417
| – | – | ﹤0.01% | 517 |
|
|
2024
Q4 | $4.04K | Hold |
417
| – | – | ﹤0.01% | 544 |
|
|
2024
Q3 | $4.1K | Hold |
417
| – | – | ﹤0.01% | 559 |
|
|
2024
Q2 | $4.03K | Hold |
417
| – | – | ﹤0.01% | 536 |
|
|
2024
Q1 | $4.04K | Buy |
+417
| New | +$4.04K | ﹤0.01% | 531 |
|