LPL Financial’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
Q2 | $116K | Sell |
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|
2025
Q1 | $140K | Buy |
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|
2024
Q4 | $126K | Hold |
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|
2024
Q3 | $129K | Sell |
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|
2024
Q2 | $134K | Sell |
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|
2024
Q1 | $150K | Buy |
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|
2023
Q4 | $140K | Hold |
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|
2023
Q3 | $137K | Buy |
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|
2023
Q2 | $111K | Sell |
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|
2023
Q1 | $112K | Buy |
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|
2022
Q4 | $91.2K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $938K | Buy |
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|
2016
Q4 | $914K | Buy |
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|
2016
Q3 | $831K | Buy |
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|
2016
Q2 | $671K | Sell |
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|
2016
Q1 | $1.34M | Buy |
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|
2015
Q4 | $1.12M | Buy |
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|
2015
Q3 | $580K | Buy |
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|
2015
Q2 | $580K | Sell |
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|
2015
Q1 | $736K | Sell |
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|
2014
Q4 | $873K | Sell |
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|
2014
Q3 | $1.09M | Sell |
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|
2014
Q2 | $1.43M | Sell |
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|
2014
Q1 | $1.56M | Sell |
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|
2013
Q4 | $1.78M | Sell |
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|
2013
Q3 | $1.98M | Sell |
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|
2013
Q2 | $2.33M | Buy |
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