SPIA
PHD

Steward Partners Investment Advisory’s Pioneer Floating Rate Fund PHD Stock Holding History

Steward Partners Investment Advisory’s Portfolio PHD Stock Details PHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$324 Buy
+33
New +$324 ﹤0.01% 4001
2018
Q4 		– Sell
-100
Closed -$1K – 1751
2018
Q3 		$1K Hold
100
– – ﹤0.01% 2513
2018
Q2 		$1K Hold
100
– – ﹤0.01% 2372
2018
Q1 		$1K Hold
100
– – ﹤0.01% 2155
2017
Q4 		$1K Buy
+100
New +$1K ﹤0.01% 1801