Rise Advisors’s Pioneer Diversified High Income Fund HNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-836
| Closed | -$8.46K | – | 729 |
|
|
2023
Q1 | $8.46K | Buy |
836
+22
| +3% | +$223 | 0.01% | 386 |
|
|
2022
Q4 | $8.21K | Buy |
814
+23
| +3% | +$232 | 0.01% | 379 |
|
|
2022
Q3 | $8K | Buy |
791
+23
| +3% | +$233 | 0.01% | 370 |
|
|
2022
Q2 | $8K | Buy |
768
+21
| +3% | +$219 | 0.01% | 370 |
|
|
2022
Q1 | $10K | Buy |
747
+18
| +2% | +$241 | 0.01% | 325 |
|
|
2021
Q4 | $11.2K | Buy |
+729
| New | +$11.2K | 0.01% | 317 |
|