ISWM
HNW

Independent Solutions Wealth Management’s Pioneer Diversified High Income Fund HNW Stock Holding History

Independent Solutions Wealth Management’s Portfolio HNW Stock Details HNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,000
Closed -$168K – 222
2021
Q4 		$168K Buy
+11,000
New +$172K 0.04% 224

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Independent Solutions Wealth Management's HNW Position: Q1 2022 in Review

Independent Solutions Wealth Management sold out of Pioneer Diversified High Income Fund (HNW) in Q1 2022, closing a stake of 11,000 shares — an estimated $168K sold.

Independent Solutions Wealth Management first reported a position in HNW in Q4 2021 and held it in 1 quarter. The position peaked at $168K in Q4 2021. 30 funds tracked by Wall St. Rank hold HNW as of Q1 2022.

  • Independent Solutions Wealth Management reported no remaining Pioneer Diversified High Income Fund position as of Q1 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 11,000 Pioneer Diversified High Income Fund shares in Q1 2022, an estimated $168K.
  • Independent Solutions Wealth Management first reported a position in Pioneer Diversified High Income Fund in Q4 2021 and held it in 1 quarter.
  • Independent Solutions Wealth Management's Pioneer Diversified High Income Fund position peaked at $168K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held Pioneer Diversified High Income Fund as of Q1 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2022, filed 19 Dec 2024.