Waverly Advisors’s BNY Mellon High Yield Strategies Fund DHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,000
| Closed | -$3K | – | 190 |
|
|
2015
Q3 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 396 |
|
|
2015
Q2 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 327 |
|
|
2015
Q1 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 307 |
|
|
2014
Q4 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 378 |
|
|
2014
Q3 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 656 |
|
|
2014
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 620 |
|
|
2014
Q1 | $4K | Buy |
+1,000
| New | +$4K | ﹤0.01% | 585 |
|