Shaker Financial Services’s Pioneer Diversified High Income Fund HNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $867K | Buy |
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|
2024
Q4 | $718K | Sell |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $805K | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.67M | Sell |
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|
2023
Q3 | $2.17M | Sell |
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|
2023
Q2 | $2.39M | Sell |
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|
2023
Q1 | $2.42M | Buy |
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|
2022
Q4 | $1.81M | Buy |
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|
2022
Q3 | $1.36M | Buy |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $421K | Sell |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $3.16M | Buy |
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|
2021
Q1 | $806K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $281K | Buy |
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|
2020
Q1 | $192K | Sell |
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|
2019
Q4 | $387K | Buy |
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|
2019
Q3 | $190K | Sell |
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|
2019
Q2 | $258K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.89M | Sell |
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|
2018
Q2 | $3.19M | Sell |
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|
2018
Q1 | $4.84M | Buy |
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|
2017
Q4 | $2.41M | Buy |
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|
2017
Q3 | $1.15M | Sell |
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|
2017
Q2 | $2.81M | Sell |
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|
2017
Q1 | $3.8M | Buy |
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|
2016
Q4 | $3.23M | Buy |
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|
2016
Q3 | $2.35M | Buy |
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|
2016
Q2 | $1.62M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $4.43M | Sell |
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|
2015
Q3 | $4.75M | Buy |
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|
2015
Q2 | $3.7M | Buy |
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|
2015
Q1 | $3.3M | Buy |
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|
2014
Q4 | $1.63M | Buy |
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