WAM
PHD

Worth Asset Management’s Pioneer Floating Rate Fund PHD Stock Holding History

Worth Asset Management’s Portfolio PHD Stock Details PHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Hold
0
– – – 508
2022
Q3 		– Sell
-2,322
Closed -$21K – 527
2022
Q2 		$21K Buy
2,322
+27
+1% +$244 0.01% 291
2022
Q1 		$21K Buy
+2,295
New +$21K 0.01% 300