Spire Wealth Management’s Pioneer Diversified High Income Fund HNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.8K | Buy |
5,419
+130
|
|
||||
|
2025
Q1 | $63.1K | Buy |
5,289
+128
|
|
||||
|
2024
Q4 | $60.9K | Buy |
5,161
+256
|
|
||||
|
2024
Q3 | $60.3K | Buy |
4,905
+327
|
|
||||
|
2024
Q2 | $53.5K | Buy |
4,578
+109
|
|
||||
|
2024
Q1 | $53K | Buy |
4,469
+71
|
|
||||
|
2023
Q4 | $47.6K | Buy |
4,398
+576
|
|
||||
|
2023
Q3 | $39.1K | Buy |
3,822
+99
|
|
||||
|
2023
Q2 | $37.6K | Buy |
3,723
+442
|
|
||||
|
2023
Q1 | $33.2K | Buy |
3,281
+271
|
|
||||
|
2022
Q4 | $30K | Buy |
3,010
+84
|
|
||||
|
2022
Q3 | $30K | Buy |
2,926
+86
|
|
||||
|
2022
Q2 | $31K | Buy |
2,840
+396
|
|
||||
|
2022
Q1 | $31K | Sell |
2,444
-892
|
|
||||
|
2021
Q4 | $51K | Buy |
3,336
+1,079
|
|
||||
|
2021
Q3 | $35K | Buy |
2,257
+48
|
|
||||
|
2021
Q2 | $34K | Sell |
2,209
-825
|
|
||||
|
2021
Q1 | $44K | Buy |
+3,034
|
|