IFP Advisors’s Pioneer High Income Fund PHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-503
| Closed | -$4.26K | – | 5000 |
|
|
2025
Q3 | $4.26K | Hold |
503
| – | – | ﹤0.01% | 3345 |
|
|
2025
Q2 | $4.07K | Hold |
503
| – | – | ﹤0.01% | 3522 |
|
|
2025
Q1 | $3.89K | Hold |
503
| – | – | ﹤0.01% | 2931 |
|
|
2024
Q4 | $3.9K | Hold |
503
| – | – | ﹤0.01% | 2890 |
|
|
2024
Q3 | $4.02K | Hold |
503
| – | – | ﹤0.01% | 2733 |
|
|
2024
Q2 | $3.78K | Hold |
503
| – | – | ﹤0.01% | 2651 |
|
|
2024
Q1 | $3.85K | Hold |
503
| – | – | ﹤0.01% | 2529 |
|
|
2023
Q4 | $3.6K | Hold |
503
| – | – | ﹤0.01% | 2517 |
|
|
2023
Q3 | $3.38K | Hold |
503
| – | – | ﹤0.01% | 2664 |
|
|
2023
Q2 | $3.38K | Hold |
503
| – | – | ﹤0.01% | 2678 |
|
|
2023
Q1 | $4.75K | Sell |
503
-3,211
| -86% | -$22K | ﹤0.01% | 2586 |
|
|
2022
Q4 | $35K | Sell |
3,714
-266
| -7% | -$1.75K | ﹤0.01% | 2489 |
|
|
2022
Q3 | $38K | Hold |
3,980
| – | – | ﹤0.01% | 2591 |
|
|
2022
Q2 | $38K | Hold |
3,980
| – | – | ﹤0.01% | 2357 |
|
|
2022
Q1 | $38K | Buy |
+3,980
| New | +$34.2K | ﹤0.01% | 2357 |
|
|
2019
Q1 | – | Sell |
-650
| Closed | -$5K | – | 3139 |
|
|
2018
Q4 | $5K | Hold |
650
| – | – | ﹤0.01% | 2855 |
|
|
2018
Q3 | $6K | Hold |
650
| – | – | ﹤0.01% | 3141 |
|
|
2018
Q2 | $6K | Hold |
650
| – | – | ﹤0.01% | 3178 |
|
|
2018
Q1 | $6K | Hold |
650
| – | – | ﹤0.01% | 3090 |
|
|
2017
Q4 | $6K | Sell |
650
-1,424
| -69% | -$14K | ﹤0.01% | 3136 |
|
|
2017
Q3 | $21K | Hold |
2,074
| – | – | ﹤0.01% | 2565 |
|
|
2017
Q2 | $21K | Hold |
2,074
| – | – | ﹤0.01% | 2558 |
|
|
2017
Q1 | $20K | Hold |
2,074
| – | – | ﹤0.01% | 2515 |
|
|
2016
Q4 | $21K | Sell |
2,074
-410
| -17% | -$4.11K | ﹤0.01% | 2430 |
|
|
2016
Q3 | $26K | Hold |
2,484
| – | – | ﹤0.01% | 2244 |
|
|
2016
Q2 | $25K | Buy |
+2,484
| New | +$25K | ﹤0.01% | 2203 |
|
|
2016
Q1 | – | Sell |
-1,671
| Closed | -$16K | – | 3133 |
|
|
2015
Q4 | $16K | Buy |
+1,671
| New | +$17K | ﹤0.01% | 2296 |
|