RIA
PHD

Realta Investment Advisors’s Pioneer Floating Rate Fund PHD Stock Holding History

Realta Investment Advisors’s Portfolio PHD Stock Details PHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,224
Closed -$14K – 1753
2019
Q2 		$14K Buy
+1,224
New +$14K ﹤0.01% 1051