Carson Wealth (CWM LLC)’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 |
-3,000
| Closed | -$22K | – | 5239 |
|
|
2024
Q2 | $22K | Hold |
3,000
| – | – | ﹤0.01% | 3064 |
|
|
2024
Q1 | $22K | Hold |
3,000
| – | – | ﹤0.01% | 2849 |
|
|
2023
Q4 | $21K | Hold |
3,000
| – | – | ﹤0.01% | 2757 |
|
|
2023
Q3 | $19K | Hold |
3,000
| – | – | ﹤0.01% | 2728 |
|
|
2023
Q2 | $20K | Hold |
3,000
| – | – | ﹤0.01% | 2651 |
|
|
2023
Q1 | $20K | Hold |
3,000
| – | – | ﹤0.01% | 2528 |
|
|
2022
Q4 | $20K | Hold |
3,000
| – | – | ﹤0.01% | 2391 |
|
|
2022
Q3 | $20K | Hold |
3,000
| – | – | ﹤0.01% | 2238 |
|
|
2022
Q2 | $20K | Hold |
3,000
| – | – | ﹤0.01% | 2130 |
|
|
2022
Q1 | $24K | Hold |
3,000
| – | – | ﹤0.01% | 1974 |
|
|
2021
Q4 | $28K | Buy |
+3,000
| New | +$28K | ﹤0.01% | 1814 |
|
|
2021
Q2 | $28K | Hold |
3,000
| – | – | ﹤0.01% | 1649 |
|
|
2021
Q1 | $28K | Hold |
3,000
| – | – | ﹤0.01% | 1649 |
|
|
2020
Q4 | $28K | Hold |
3,000
| – | – | ﹤0.01% | 1649 |
|
|
2020
Q3 | $28K | Hold |
3,000
| – | – | ﹤0.01% | 1649 |
|
|
2020
Q2 | $28K | Hold |
3,000
| – | – | ﹤0.01% | 1649 |
|
|
2020
Q1 | $28K | Hold |
3,000
| – | – | ﹤0.01% | 1649 |
|
|
2019
Q4 | $28K | Hold |
3,000
| – | – | ﹤0.01% | 1649 |
|
|
2019
Q3 | $28K | Hold |
3,000
| – | – | ﹤0.01% | 1649 |
|
|
2019
Q2 | $28K | Hold |
3,000
| – | – | ﹤0.01% | 1649 |
|
|
2019
Q1 | $28K | Buy |
+3,000
| New | +$28K | ﹤0.01% | 1649 |
|