Rise Advisors’s Pioneer Diversified High Income Fund HNW Stock Holding History

Rise Advisors’s Portfolio HNW Stock Details HNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-836
2023 Q1	$8.46K	Buy	836 +22
2022 Q4	$8.21K	Buy	814 +23
2022 Q3	$8K	Buy	791 +23
2022 Q2	$8K	Buy	768 +21
2022 Q1	$10K	Buy	747 +18
2021 Q4	$11.2K	Buy	+729