CWA
DHF
Clarus Wealth Advisors’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,570
| Closed | -$33K | – | 120 |
|
|
2019
Q4 | $33K | Hold |
10,570
| – | – | 0.02% | 139 |
|
|
2019
Q3 | $32K | Hold |
10,570
| – | – | 0.02% | 141 |
|
|
2019
Q2 | $32K | Buy |
10,570
+231
| +2% | +$699 | 0.02% | 315 |
|
|
2019
Q1 | $32K | Buy |
10,339
+162
| +2% | +$501 | 0.02% | 351 |
|
|
2018
Q4 | $28K | Buy |
10,177
+248
| +2% | +$682 | 0.04% | 344 |
|
|
2018
Q3 | $32K | Buy |
9,929
+217
| +2% | +$699 | 0.02% | 358 |
|
|
2018
Q2 | $31K | Buy |
+9,712
| New | +$31K | 0.02% | 357 |
|
|
2018
Q1 | – | Sell |
-32,137
| Closed | -$107K | – | 130 |
|
|
2017
Q4 | $107K | Buy |
+32,137
| New | +$107K | 0.1% | 119 |
|