IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $6K | Buy |
+625
| New | +$6K | ﹤0.01% | 1798 |
|
|
2017
Q4 | – | Sell |
-2,864
| Closed | -$34K | – | 3979 |
|
|
2017
Q3 | $34K | Sell |
2,864
-350
| -11% | -$4.16K | ﹤0.01% | 2222 |
|
|
2017
Q2 | $38K | Sell |
3,214
-2,040
| -39% | -$24.1K | ﹤0.01% | 2138 |
|
|
2017
Q1 | $64K | Hold |
5,254
| – | – | ﹤0.01% | 1764 |
|
|
2016
Q4 | $62K | Sell |
5,254
-490
| -9% | -$5.78K | ﹤0.01% | 1741 |
|
|
2016
Q3 | $68K | Hold |
5,744
| – | – | ﹤0.01% | 1605 |
|
|
2016
Q2 | $65K | Buy |
5,744
+5,119
| +819% | +$57.9K | ﹤0.01% | 1597 |
|
|
2016
Q1 | $6K | Sell |
625
-4,754
| -88% | -$45.6K | ﹤0.01% | 1798 |
|
|
2015
Q4 | $58K | Buy |
+5,379
| New | +$58K | ﹤0.01% | 1505 |
|