Wealthcare Advisory Partners’s Credit Suisse High Yield Bond Fund DHY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-7,300
| Closed | -$18K | – | 855 |
|
2021
Q1 | $18K | Sell |
7,300
-4,151
| -36% | -$10.2K | ﹤0.01% | 1231 |
|
2020
Q4 | $26K | Buy |
+11,451
| New | +$26K | ﹤0.01% | 433 |
|
2020
Q2 | – | Sell |
-958
| Closed | -$2K | – | 555 |
|
2020
Q1 | $2K | Hold |
958
| – | – | ﹤0.01% | 1277 |
|
2019
Q4 | $2K | Hold |
958
| – | – | ﹤0.01% | 1251 |
|
2019
Q3 | $2K | Hold |
958
| – | – | ﹤0.01% | 1206 |
|
2019
Q2 | $2K | Buy |
958
+7
| +0.7% | +$15 | ﹤0.01% | 1177 |
|
2019
Q1 | $2K | Buy |
+951
| New | +$2K | ﹤0.01% | 1087 |
|
2017
Q4 | – | Sell |
-1,881
| Closed | -$5K | – | 1100 |
|
2017
Q3 | $5K | Buy |
+1,881
| New | +$5K | ﹤0.01% | 635 |
|