Wedbush Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $112K | Sell |
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|
2024
Q4 | $119K | Hold |
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|
2024
Q3 | $121K | Hold |
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|
2024
Q2 | $118K | Hold |
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|
2024
Q1 | $119K | Sell |
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|
2023
Q4 | $122K | Sell |
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|
2023
Q3 | $123K | Buy |
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|
2023
Q2 | $115K | Sell |
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|
2023
Q1 | $127K | Hold |
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|
2022
Q4 | $128K | Sell |
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|
2022
Q3 | $136K | Hold |
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|
2022
Q2 | $140K | Hold |
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|
2022
Q1 | $166K | Hold |
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|
2021
Q4 | $184K | Buy |
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|
2021
Q3 | $153K | Buy |
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|
2021
Q2 | $147K | Hold |
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|
2021
Q1 | $141K | Hold |
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|
2020
Q4 | $126K | Hold |
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|
2020
Q3 | $124K | Sell |
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|
2020
Q2 | $165K | Hold |
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|
2020
Q1 | $132K | Sell |
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|
2019
Q4 | $199K | Hold |
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|
2019
Q3 | $191K | Hold |
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|
2019
Q2 | $194K | Sell |
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|
2019
Q1 | $209K | Hold |
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|
2018
Q4 | $198K | Sell |
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|
2018
Q3 | $233K | Sell |
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|
2018
Q2 | $253K | Hold |
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|
2018
Q1 | $263K | Sell |
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|
2017
Q4 | $275K | Buy |
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|
2017
Q3 | $275K | Hold |
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|
2017
Q2 | $274K | Buy |
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|
2017
Q1 | $192K | Buy |
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|
2016
Q4 | $180K | Hold |
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|
2016
Q3 | $179K | Hold |
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|
2016
Q2 | $171K | Hold |
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|
2016
Q1 | $170K | Hold |
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|
2015
Q4 | $165K | Sell |
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|
2015
Q3 | $181K | Sell |
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|
2015
Q2 | $205K | Buy |
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|
2015
Q1 | $209K | Buy |
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|
2014
Q4 | $204K | Buy |
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|
2014
Q3 | $211K | Sell |
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|
2014
Q2 | $228K | Buy |
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|
2014
Q1 | $231K | Hold |
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|
2013
Q4 | $233K | Buy |
|