WP
PHD

WealthPLAN Partners’s Pioneer Floating Rate Fund PHD Stock Holding History

WealthPLAN Partners’s Portfolio PHD Stock Details PHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		$17.8K Hold
1,525
– – 0.01% 503
2016
Q2 		$17.2K Buy
+1,525
New +$17.2K ﹤0.01% 1487
2015
Q4 		$8.68K Buy
+800
New +$8.68K ﹤0.01% 1196