Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.8K | Buy |
5,419
+130
| +2% | +$1.63K | ﹤0.01% | 1104 |
|
|
2025
Q1 | $63.2K | Buy |
5,289
+128
| +2% | +$1.53K | ﹤0.01% | 1200 |
|
|
2024
Q4 | $60.9K | Buy |
5,161
+256
| +5% | +$3.02K | ﹤0.01% | 1208 |
|
|
2024
Q3 | $60.3K | Buy |
4,905
+327
| +7% | +$4.02K | ﹤0.01% | 1073 |
|
|
2024
Q2 | $53.5K | Buy |
4,578
+109
| +2% | +$1.27K | ﹤0.01% | 1095 |
|
|
2024
Q1 | $53K | Buy |
4,469
+71
| +2% | +$843 | ﹤0.01% | 1192 |
|
|
2023
Q4 | $47.6K | Buy |
4,398
+576
| +15% | +$6.24K | ﹤0.01% | 1214 |
|
|
2023
Q3 | $39.1K | Buy |
3,822
+99
| +3% | +$1.01K | ﹤0.01% | 1257 |
|
|
2023
Q2 | $37.6K | Buy |
3,723
+442
| +13% | +$4.46K | ﹤0.01% | 1322 |
|
|
2023
Q1 | $33.2K | Buy |
3,281
+271
| +9% | +$2.74K | ﹤0.01% | 1391 |
|
|
2022
Q4 | $30K | Buy |
3,010
+84
| +3% | +$837 | ﹤0.01% | 1197 |
|
|
2022
Q3 | $30K | Buy |
2,926
+86
| +3% | +$882 | ﹤0.01% | 1151 |
|
|
2022
Q2 | $31K | Buy |
2,840
+396
| +16% | +$4.32K | ﹤0.01% | 1488 |
|
|
2022
Q1 | $31K | Sell |
2,444
-892
| -27% | -$11.3K | ﹤0.01% | 1628 |
|
|
2021
Q4 | $51K | Buy |
3,336
+1,079
| +48% | +$16.5K | ﹤0.01% | 1718 |
|
|
2021
Q3 | $35K | Buy |
2,257
+48
| +2% | +$744 | ﹤0.01% | 1624 |
|
|
2021
Q2 | $34K | Sell |
2,209
-825
| -27% | -$12.7K | ﹤0.01% | 1645 |
|
|
2021
Q1 | $44K | Buy |
+3,034
| New | +$44K | ﹤0.01% | 1789 |
|