AE Wealth Management’s New America High Income Fund, Inc. HYB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-10,210
| Closed | -$74.8K | – | 1337 |
|
2024
Q2 | $74.8K | Buy |
+10,210
| New | +$74.8K | ﹤0.01% | 1209 |
|
2023
Q2 | – | Sell |
-10,841
| Closed | -$73.8K | – | 2071 |
|
2023
Q1 | $73.8K | Buy |
10,841
+209
| +2% | +$1.42K | ﹤0.01% | 1800 |
|
2022
Q4 | $70.2K | Buy |
10,632
+233
| +2% | +$1.54K | ﹤0.01% | 1736 |
|
2022
Q3 | $68K | Buy |
10,399
+220
| +2% | +$1.44K | ﹤0.01% | 1672 |
|
2022
Q2 | $69K | Buy |
+10,179
| New | +$69K | ﹤0.01% | 1659 |
|
2022
Q1 | – | Sell |
-11,821
| Closed | -$110K | – | 1824 |
|
2021
Q4 | $110K | Buy |
+11,821
| New | +$110K | ﹤0.01% | 1637 |
|