Windsor Capital 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 | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-1,650
| Closed | -$18K | – | 348 |
|
2015
Q3 | $18K | Buy |
+1,650
| New | +$18K | 0.01% | 272 |
|
2014
Q1 | – | Sell |
-1,900
| Closed | -$24K | – | 242 |
|
2013
Q4 | $24K | Hold |
1,900
| – | – | 0.01% | 246 |
|
2013
Q3 | $24K | Hold |
1,900
| – | – | 0.01% | 259 |
|
2013
Q2 | $25K | Buy |
+1,900
| New | +$25K | 0.02% | 241 |
|