Melfa Wealth Management’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 | $191K | Hold |
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|
2025
Q1 | $185K | Sell |
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|
2024
Q4 | $205K | Hold |
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|
2024
Q3 | $209K | Sell |
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|
2024
Q2 | $303K | Hold |
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|
2024
Q1 | $303K | Hold |
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|
2023
Q4 | $287K | Buy |
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|
2023
Q3 | $282K | Sell |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $286K | Hold |
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|
2022
Q4 | $288K | Buy |
|