Spire Wealth Management’s Pioneer High Income Fund PHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-4,482
| Closed | -$36.3K | – | 2452 |
|
|
2025
Q2 | $36.3K | Hold |
4,482
| – | – | ﹤0.01% | 1312 |
|
|
2025
Q1 | $34.7K | Hold |
4,482
| – | – | ﹤0.01% | 1413 |
|
|
2024
Q4 | $34.7K | Hold |
4,482
| – | – | ﹤0.01% | 1432 |
|
|
2024
Q3 | $35.9K | Hold |
4,482
| – | – | ﹤0.01% | 1242 |
|
|
2024
Q2 | $33.7K | Hold |
4,482
| – | – | ﹤0.01% | 1251 |
|
|
2024
Q1 | $34.3K | Hold |
4,482
| – | – | ﹤0.01% | 1339 |
|
|
2023
Q4 | $31.9K | Hold |
4,482
| – | – | ﹤0.01% | 1352 |
|
|
2023
Q3 | $30.1K | Hold |
4,482
| – | – | ﹤0.01% | 1358 |
|
|
2023
Q2 | $30.1K | Buy |
4,482
+151
| +3% | +$1.01K | ﹤0.01% | 1408 |
|
|
2023
Q1 | $28.7K | Hold |
4,331
| – | – | ﹤0.01% | 1449 |
|
|
2022
Q4 | $28K | Buy |
4,331
+75
| +2% | +$494 | ﹤0.01% | 1233 |
|
|
2022
Q3 | $27K | Hold |
4,256
| – | – | ﹤0.01% | 1211 |
|
|
2022
Q2 | $30K | Buy |
4,256
+1
| +0% | +$7 | ﹤0.01% | 1504 |
|
|
2022
Q1 | $35K | Hold |
4,255
| – | – | ﹤0.01% | 1592 |
|
|
2021
Q4 | $41K | Hold |
4,255
| – | – | ﹤0.01% | 1816 |
|
|
2021
Q3 | $42K | Buy |
4,255
+100
| +2% | +$1.02K | ﹤0.01% | 1552 |
|
|
2021
Q2 | $40K | Buy |
4,155
+1,860
| +81% | +$18.2K | ﹤0.01% | 1579 |
|
|
2021
Q1 | $22K | Buy |
+2,295
| New | +$21.1K | ﹤0.01% | 2109 |
|
