WOC
PHD

West Oak Capital’s Pioneer Floating Rate Fund PHD Stock Holding History

West Oak Capital’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
Q4 		– Sell
2018
Q3 		$187K Buy
2018
Q2 		$184K Hold
2018
Q1 		$192K Buy
2017
Q4 		– Sell
2017
Q3 		$554K Buy
2017
Q2 		$352K Buy
2017
Q1 		$315K Buy
2016
Q4 		$11.9K Hold
2016
Q3 		$11.8K Hold
2016
Q2 		$11.3K Buy