Wagner Wealth Management’s Pioneer Diversified High Income Fund HNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,240
|
|
||||
|
2022
Q4 | $144K | Sell |
14,240
-2,392
|
|
||||
|
2022
Q3 | $171K | Sell |
16,632
-1,373
|
|
||||
|
2022
Q2 | $195K | Hold |
18,005
|
|
||||
|
2022
Q1 | $232K | Sell |
18,005
-15,396
|
|
||||
|
2021
Q4 | $511K | Sell |
33,401
-15
|
|
||||
|
2021
Q3 | $525K | Sell |
33,416
-8,290
|
|
||||
|
2021
Q2 | $634K | Buy |
41,706
+955
|
|
||||
|
2021
Q1 | $597K | Sell |
40,751
-14,000
|
|
||||
|
2020
Q4 | $797K | Buy |
+54,751
|
|
||||
|
2018
Q3 | $1.74M | Sell |
119,028
-29,582
|
|
||||
|
2018
Q2 | $2.17M | Sell |
148,610
-63,699
|
|
||||
|
2018
Q1 | $3.2M | Sell |
212,309
-9,649
|
|
||||
|
2017
Q4 | $3.48M | Buy |
+221,958
|
|