B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-11,000
| Closed | -$30K | – | 531 |
|
|
2016
Q4 | $30K | Sell |
11,000
-15,000
| -58% | -$40.9K | 0.01% | 525 |
|
|
2016
Q3 | $68K | Hold |
26,000
| – | – | 0.01% | 588 |
|
|
2016
Q2 | $63K | Hold |
26,000
| – | – | 0.01% | 586 |
|
|
2016
Q1 | $59K | Hold |
26,000
| – | – | 0.01% | 528 |
|
|
2015
Q4 | $60K | Buy |
+26,000
| New | +$60K | 0.01% | 534 |
|
|
2015
Q1 | – | Sell |
-2,000
| Closed | -$6 | – | 896 |
|
|
2014
Q4 | $6 | Buy |
+2,000
| New | +$6 | ﹤0.01% | 3068 |
|
|
2014
Q3 | – | Sell |
-2,000
| Closed | -$6.5K | – | 924 |
|
|
2014
Q2 | $6.5K | Buy |
+2,000
| New | +$6.5K | ﹤0.01% | 1960 |
|