MWM
PHT
Melfa Wealth Management’s Pioneer High Income Fund PHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,910
| Closed | -$99.9K | – | 205 |
|
|
2025
Q1 | $99.9K | Hold |
12,910
| – | – | 0.07% | 195 |
|
|
2024
Q4 | $100K | Hold |
12,910
| – | – | 0.07% | 195 |
|
|
2024
Q3 | $103K | Hold |
12,910
| – | – | 0.07% | 194 |
|
|
2024
Q2 | $97.1K | Buy |
+12,910
| New | +$97.1K | 0.07% | 193 |
|