Patriot Financial Group Insurance Agency’s Pioneer High Income Fund PHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-4,291
| Closed | -$40K | – | 834 |
|
|
2018
Q1 | $40K | Buy |
4,291
+1,971
| +85% | +$18.4K | 0.03% | 353 |
|
|
2017
Q4 | $23K | Buy |
2,320
+1,020
| +78% | +$10.1K | 0.02% | 428 |
|
|
2017
Q3 | $13K | Hold |
1,300
| – | – | 0.01% | 501 |
|
|
2017
Q2 | $13K | Hold |
1,300
| – | – | 0.01% | 481 |
|
|
2017
Q1 | $13K | Hold |
1,300
| – | – | 0.01% | 450 |
|
|
2016
Q4 | $13K | Buy |
+1,300
| New | +$13K | 0.02% | 426 |
|