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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$324 Buy
2018
Q4 		– Sell
2018
Q3 		$1K Hold
2018
Q2 		$1K Hold
2018
Q1 		$1K Hold
2017
Q4 		$1K Buy