Atlas Private Wealth Advisors’s Credit Suisse High Yield Bond Fund DHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,730
| Closed | -$21.2K | – | 119 |
|
|
2023
Q4 | $21.2K | Sell |
10,730
-2,612
| -20% | -$5.17K | ﹤0.01% | 161 |
|
|
2023
Q3 | $25.1K | Buy |
13,342
+206
| +2% | +$387 | ﹤0.01% | 181 |
|
|
2023
Q2 | $24.8K | Buy |
+13,136
| New | +$24.8K | 0.01% | 182 |
|
|
2021
Q4 | – | Sell |
-9,400
| Closed | -$23K | – | 293 |
|
|
2021
Q3 | $23K | Sell |
9,400
-5,500
| -37% | -$13.5K | 0.01% | 331 |
|
|
2021
Q2 | $37K | Hold |
14,900
| – | – | 0.02% | 262 |
|
|
2021
Q1 | $36K | Hold |
14,900
| – | – | 0.02% | 268 |
|
|
2020
Q4 | $34K | Sell |
14,900
-12,000
| -45% | -$27.4K | 0.02% | 265 |
|
|
2020
Q3 | $57K | Sell |
26,900
-18,000
| -40% | -$38.1K | 0.05% | 192 |
|
|
2020
Q2 | $90K | Buy |
+44,900
| New | +$90K | 0.08% | 153 |
|