Atlas Wealth’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-348,638
| Closed | -$5.36M | – | 142 |
|
|
2024
Q2 | $5.36M | Buy |
+348,638
| New | +$5.36M | 0.63% | 43 |
|
|
2023
Q4 | – | Sell |
-257,937
| Closed | -$3.74M | – | 129 |
|
|
2023
Q3 | $3.74M | Sell |
257,937
-1,450
| -0.6% | -$21K | 0.7% | 37 |
|
|
2023
Q2 | $3.96M | Buy |
259,387
+3,803
| +1% | +$58.1K | 0.73% | 36 |
|
|
2023
Q1 | $3.79M | Buy |
255,584
+80,963
| +46% | +$1.2M | 0.74% | 37 |
|
|
2022
Q4 | $2.57M | Buy |
+174,621
| New | +$2.57M | 0.69% | 34 |
|