Wagner Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.44M | Sell |
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|
2023
Q3 | $1.7M | Buy |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $1.63M | Sell |
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|
2022
Q4 | $1.68M | Buy |
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|
2022
Q3 | $1.41M | Buy |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $592K | Buy |
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|
2021
Q4 | $127K | Hold |
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|
2021
Q3 | $128K | Sell |
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|
2021
Q2 | $241K | Hold |
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|
2021
Q1 | $232K | Sell |
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|
2020
Q4 | $206K | Buy |
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|
2018
Q3 | $184K | Sell |
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|
2018
Q2 | $194K | Hold |
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|
2018
Q1 | $203K | Sell |
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|
2017
Q4 | $201K | Buy |
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