WS
PHD

Wela Strategies’s Pioneer Floating Rate Fund PHD Stock Holding History

Wela Strategies’s Portfolio PHD Stock Details PHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-77,071
Closed -$824K – 36
2019
Q2 		$824K Sell
77,071
-664
-0.9% -$7.1K 0.52% 25
2019
Q1 		$808K Buy
+77,735
New +$808K 0.54% 25