WAM
PHD

Wealthspire Advisors (Maryland)’s Pioneer Floating Rate Fund PHD Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PHD Stock Details PHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Hold
0
– -$5K – 2555
2018
Q1 		– Hold
0
– – – 1822
2017
Q4 		– Hold
0
– -$6K – 2570
2017
Q3 		– Hold
0
– – – 1748
2017
Q2 		– Hold
0
– – – 1717

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