Westside Investment Management’s Pioneer Floating Rate Fund PHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$11K | – | 778 |
|
|
2018
Q3 | $11K | Hold |
1,000
| – | – | ﹤0.01% | 477 |
|
|
2018
Q2 | $11.1K | Hold |
1,000
| – | – | ﹤0.01% | 540 |
|
|
2018
Q1 | $11.6K | Hold |
1,000
| – | – | 0.01% | 513 |
|
|
2017
Q4 | $11.5K | Hold |
1,000
| – | – | 0.01% | 537 |
|
|
2017
Q3 | $12K | Hold |
1,000
| – | – | 0.01% | 503 |
|
|
2017
Q2 | $11.9K | Buy |
+1,000
| New | +$11.9K | 0.01% | 494 |
|