Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.51K | Hold |
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|
2024
Q1 | $1.52K | Hold |
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|
2023
Q4 | $1.44K | Hold |
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|
2023
Q3 | $1.41K | Hold |
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|
2023
Q2 | $1.36K | Hold |
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|
2023
Q1 | $1.36K | Hold |
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|
2022
Q4 | $1.37K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Hold |
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|
2020
Q4 | $2K | Hold |
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|
2020
Q3 | $2K | Hold |
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|
2020
Q2 | $1K | Sell |
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|
2020
Q1 | $14K | Buy |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $3K | Hold |
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|
2019
Q2 | $3K | Sell |
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|
2019
Q1 | $6K | Hold |
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|
2018
Q4 | $6K | Hold |
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|
2018
Q3 | $6K | Hold |
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|
2018
Q2 | $6K | Sell |
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|
2018
Q1 | $22K | Hold |
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|
2017
Q4 | $22K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $32K | Sell |
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|
2017
Q1 | $4.85M | Buy |
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|
2016
Q4 | $4.33M | Buy |
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|
2016
Q3 | $4.19M | Buy |
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|
2016
Q2 | $3.57M | Buy |
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|
2016
Q1 | $3.03M | Sell |
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|
2015
Q4 | $2.95M | Buy |
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|
2015
Q3 | $2.98M | Buy |
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|
2015
Q2 | $2.81M | Buy |
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|
2015
Q1 | $2.52M | Buy |
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|
2014
Q4 | $2.25M | Buy |
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|
2014
Q3 | $1.83M | Buy |
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|
2014
Q2 | $1.3M | Buy |
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|
2014
Q1 | $777K | Buy |
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|
2013
Q4 | $451K | Buy |
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|
2013
Q3 | $23K | Buy |
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