WLPWM
PHT

Walled Lake Planning & Wealth Management’s Pioneer High Income Fund PHT Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio PHT Stock Details PHT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$218K Hold
26,900
– – 0.07% 129
2025
Q1 		$208K Hold
26,900
– – 0.07% 128
2024
Q4 		$208K Hold
26,900
– – 0.08% 122
2024
Q3 		$215K Hold
26,900
– – 0.08% 122
2024
Q2 		$202K Buy
+26,900
New +$202K 0.08% 116