GPS Wealth Strategies Group’s Pioneer Floating Rate Fund PHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-3,555
| Closed | -$35.4K | – | 1282 |
|
|
2025
Q3 | $35.4K | Hold |
3,555
| – | – | ﹤0.01% | 761 |
|
|
2025
Q2 | $34.9K | Hold |
3,555
| – | – | ﹤0.01% | 721 |
|
|
2025
Q1 | $33.7K | Hold |
3,555
| – | – | ﹤0.01% | 704 |
|
|
2024
Q4 | $34.4K | Hold |
3,555
| – | – | ﹤0.01% | 666 |
|
|
2024
Q3 | $35.2K | Hold |
3,555
| – | – | ﹤0.01% | 665 |
|
|
2024
Q2 | $34.3K | Hold |
3,555
| – | – | 0.01% | 633 |
|
|
2024
Q1 | $34.4K | Hold |
3,555
| – | – | 0.01% | 603 |
|
|
2023
Q4 | $32.6K | Hold |
3,555
| – | – | 0.01% | 593 |
|
|
2023
Q3 | $32K | Hold |
3,555
| – | – | 0.01% | 595 |
|
|
2023
Q2 | $30.9K | Hold |
3,555
| – | – | 0.01% | 606 |
|
|
2023
Q1 | $30.9K | Buy |
+3,555
| New | +$32K | 0.01% | 599 |
|
|
2022
Q4 | – | Sell |
-4,585
| Closed | -$40K | – | 810 |
|
|
2022
Q3 | $40K | Hold |
4,585
| – | – | 0.01% | 473 |
|
|
2022
Q2 | $41K | Buy |
+4,585
| New | +$44K | 0.01% | 482 |
|