Stifel Financial’s Pioneer Floating Rate Fund PHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Buy |
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|
2025
Q1 | $104K | Buy |
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|
2024
Q4 | $105K | Sell |
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|
2024
Q3 | $123K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $290K | Buy |
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|
2020
Q2 | $257K | Sell |
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|
2020
Q1 | $218K | Sell |
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|
2019
Q4 | $326K | Sell |
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|
2019
Q3 | $316K | Sell |
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|
2019
Q2 | $341K | Sell |
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|
2019
Q1 | $427K | Sell |
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|
2018
Q4 | $700K | Sell |
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|
2018
Q3 | $1.58M | Sell |
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|
2018
Q2 | $1.64M | Buy |
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|
2018
Q1 | $1.01M | Buy |
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