TrustCore Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $973K | Hold |
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|
2022
Q3 | $957K | Hold |
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|
2022
Q2 | $986K | Hold |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $583K | Sell |
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|
2021
Q3 | $1.27M | Hold |
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|
2021
Q2 | $1.32M | Hold |
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|
2021
Q1 | $1.27M | Hold |
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|
2020
Q4 | $1.13M | Hold |
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|
2020
Q3 | $1.12M | Hold |
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|
2020
Q2 | $1.05M | Hold |
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|
2020
Q1 | $849K | Buy |
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|
2019
Q4 | $1.17M | Buy |
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|
2019
Q3 | $906K | Buy |
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|
2019
Q2 | $223K | Hold |
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|
2019
Q1 | $217K | Hold |
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|
2018
Q4 | $205K | Hold |
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|
2018
Q3 | $230K | Hold |
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|
2018
Q2 | $233K | Hold |
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|
2018
Q1 | $243K | Hold |
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|
2017
Q4 | $239K | Buy |
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