EP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,000
| Closed | -$31K | – | 640 |
|
|
2021
Q4 | $31K | Hold |
10,000
| – | – | ﹤0.01% | 542 |
|
|
2021
Q3 | $32K | Sell |
10,000
-702
| -7% | -$2.25K | ﹤0.01% | 527 |
|
|
2021
Q2 | $39K | Buy |
10,702
+702
| +7% | +$2.56K | ﹤0.01% | 535 |
|
|
2021
Q1 | $31K | Buy |
+10,000
| New | +$31K | ﹤0.01% | 491 |
|