Peachtree Investment Advisors’s Pioneer Floating Rate Fund PHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-21,000
| Closed | -$238K | – | 100 |
|
|
2015
Q3 | $238K | Hold |
21,000
| – | – | 0.25% | 93 |
|
|
2015
Q2 | $239K | Hold |
21,000
| – | – | 0.18% | 110 |
|
|
2015
Q1 | $244K | Hold |
21,000
| – | – | 0.17% | 115 |
|
|
2014
Q4 | $239K | Buy |
21,000
+6,000
| +40% | +$68.3K | 0.16% | 132 |
|
|
2014
Q3 | $176K | Buy |
+15,000
| New | +$176K | 0.12% | 139 |
|