Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-800
|
|
||||
|
2022
Q2 | $5K | Hold |
800
|
|
||||
|
2022
Q1 | $6K | Hold |
800
|
|
||||
|
2021
Q4 | $7K | Hold |
800
|
|
||||
|
2021
Q3 | $7K | Hold |
800
|
|
||||
|
2021
Q2 | $7K | Hold |
800
|
|
||||
|
2021
Q1 | $7K | Hold |
800
|
|
||||
|
2020
Q4 | $7K | Hold |
800
|
|
||||
|
2020
Q3 | $6K | Hold |
800
|
|
||||
|
2020
Q2 | $5K | Hold |
800
|
|
||||
|
2020
Q1 | $5K | Hold |
800
|
|
||||
|
2019
Q4 | $7K | Hold |
800
|
|
||||
|
2019
Q3 | $7K | Hold |
800
|
|
||||
|
2019
Q2 | $7K | Hold |
800
|
|
||||
|
2019
Q1 | $7K | Hold |
800
|
|
||||
|
2018
Q4 | $6K | Hold |
800
|
|
||||
|
2018
Q3 | $7K | Hold |
800
|
|
||||
|
2018
Q2 | $7K | Sell |
800
-5,200
|
|
||||
|
2018
Q1 | $56K | Hold |
6,000
|
|
||||
|
2017
Q4 | $58K | Hold |
6,000
|
|
||||
|
2017
Q3 | $60K | Hold |
6,000
|
|
||||
|
2017
Q2 | $59K | Hold |
6,000
|
|
||||
|
2017
Q1 | $59K | Hold |
6,000
|
|
||||
|
2016
Q4 | $61K | Hold |
6,000
|
|
||||
|
2016
Q3 | $63K | Hold |
6,000
|
|
||||
|
2016
Q2 | $60K | Hold |
6,000
|
|
||||
|
2016
Q1 | $59K | Buy |
+6,000
|
|