WA
MHI

Waverly Advisors’s Pioneer Municipal High Income Fund MHI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$153K Sell
16,734
-400
-2% -$3.66K ﹤0.01% 1145
2025
Q1
$158K Sell
17,134
-3,133
-15% -$28.8K ﹤0.01% 1071
2024
Q4
$188K Sell
20,267
-1,233
-6% -$11.4K ﹤0.01% 940
2024
Q3
$206K Sell
21,500
-1,000
-4% -$9.6K ﹤0.01% 768
2024
Q2
$206K Sell
22,500
-1,900
-8% -$17.4K ﹤0.01% 760
2024
Q1
$216K Buy
+24,400
New +$216K 0.01% 645