Regal 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 |
-200
| Closed | -$2K | – | 710 |
|
|
2015
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 943 |
|
|
2015
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 848 |
|
|
2015
Q1 | $2K | Hold |
200
| – | – | ﹤0.01% | 910 |
|
|
2014
Q4 | $2K | Hold |
200
| – | – | ﹤0.01% | 857 |
|
|
2014
Q3 | $2K | Hold |
200
| – | – | ﹤0.01% | 883 |
|
|
2014
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 848 |
|
|
2014
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 797 |
|
|
2013
Q4 | $3K | Sell |
200
-342
| -63% | -$5.13K | ﹤0.01% | 733 |
|
|
2013
Q3 | $7K | Sell |
542
-1,128
| -68% | -$14.6K | ﹤0.01% | 665 |
|
|
2013
Q2 | $22K | Buy |
+1,670
| New | +$22K | 0.01% | 443 |
|