Wagner Wealth Management’s Pioneer Municipal High Income Fund MHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Buy |
62,032
+26,315
| +74% | +$241K | 0.13% | 75 |
|
|
2025
Q1 | $329K | Hold |
35,717
| – | – | 0.08% | 83 |
|
|
2024
Q4 | $331K | Sell |
35,717
-30,500
| -46% | -$282K | 0.09% | 82 |
|
|
2024
Q3 | $636K | Hold |
66,217
| – | – | 0.17% | 64 |
|
|
2024
Q2 | $605K | Buy |
66,217
+22,220
| +51% | +$203K | 0.18% | 66 |
|
|
2024
Q1 | $389K | Sell |
43,997
-32,668
| -43% | -$289K | 0.12% | 84 |
|
|
2023
Q4 | $662K | Sell |
76,665
-29,869
| -28% | -$258K | 0.22% | 66 |
|
|
2023
Q3 | $770K | Sell |
106,534
-2,900
| -3% | -$21K | 0.28% | 57 |
|
|
2023
Q2 | $933K | Sell |
109,434
-12,772
| -10% | -$109K | 0.36% | 53 |
|
|
2023
Q1 | $1.09M | Sell |
122,206
-38,851
| -24% | -$345K | 0.49% | 47 |
|
|
2022
Q4 | $1.38M | Buy |
161,057
+128,174
| +390% | +$1.1M | 0.86% | 33 |
|
|
2022
Q3 | $270K | Sell |
32,883
-11,492
| -26% | -$94.4K | 0.2% | 85 |
|
|
2022
Q2 | $412K | Sell |
44,375
-1,761
| -4% | -$16.4K | 0.33% | 59 |
|
|
2022
Q1 | $484K | Sell |
46,136
-112,633
| -71% | -$1.18M | 0.34% | 71 |
|
|
2021
Q4 | $1.94M | Sell |
158,769
-12,001
| -7% | -$147K | 1.49% | 14 |
|
|
2021
Q3 | $2.08M | Sell |
170,770
-40,758
| -19% | -$496K | 1.66% | 13 |
|
|
2021
Q2 | $2.75M | Buy |
211,528
+5,484
| +3% | +$71.2K | 1.97% | 9 |
|
|
2021
Q1 | $2.55M | Buy |
206,044
+16,511
| +9% | +$204K | 2% | 10 |
|
|
2020
Q4 | $2.36M | Buy |
+189,533
| New | +$2.36M | 2.24% | 10 |
|
|
2018
Q3 | $2.29M | Buy |
206,290
+1,013
| +0.5% | +$11.3K | 1.53% | 15 |
|
|
2018
Q2 | $2.34M | Buy |
205,277
+44,483
| +28% | +$508K | 1.69% | 15 |
|
|
2018
Q1 | $1.81M | Sell |
160,794
-18,707
| -10% | -$210K | 1.38% | 23 |
|
|
2017
Q4 | $2.13M | Buy |
+179,501
| New | +$2.13M | 1.6% | 15 |
|