CWM
DHY
Collaborative Wealth Management’s Credit Suisse High Yield Bond Fund DHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
110,898
-3,666
| -3% | -$7.81K | 0.1% | 159 |
|
|
2025
Q1 | $243K | Hold |
114,564
| – | – | 0.11% | 145 |
|
|
2024
Q4 | $245K | Sell |
114,564
-8,500
| -7% | -$18.2K | 0.11% | 150 |
|
|
2024
Q3 | $279K | Sell |
123,064
-3,381
| -3% | -$7.68K | 0.13% | 134 |
|
|
2024
Q2 | $255K | Hold |
126,445
| – | – | 0.12% | 140 |
|
|
2024
Q1 | $255K | Sell |
126,445
-51,238
| -29% | -$104K | 0.13% | 136 |
|
|
2023
Q4 | $352K | Sell |
177,683
-11,084
| -6% | -$21.9K | 0.19% | 106 |
|
|
2023
Q3 | $355K | Hold |
188,767
| – | – | 0.21% | 106 |
|
|
2023
Q2 | $357K | Sell |
188,767
-79,655
| -30% | -$151K | 0.21% | 111 |
|
|
2023
Q1 | $507K | Sell |
268,422
-11,231
| -4% | -$21.2K | 0.32% | 79 |
|
|
2022
Q4 | $492K | Buy |
279,653
+223
| +0.1% | +$392 | 0.32% | 87 |
|
|
2022
Q3 | $492K | Sell |
279,430
-9,489
| -3% | -$16.7K | 0.35% | 79 |
|
|
2022
Q2 | $546K | Buy |
+288,919
| New | +$546K | 0.36% | 87 |
|
|
2021
Q4 | $725K | Buy |
+293,547
| New | +$725K | 0.4% | 80 |
|
|
2021
Q1 | $629K | Buy |
+288,720
| New | +$629K | 0.36% | 92 |
|