1834 Investment Advisors’s iShares iBoxx $ High Yield Corporate Bond ETF HYG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-224
| Closed | -$20K | – | 418 |
|
2019
Q4 | $20K | Hold |
224
| – | – | ﹤0.01% | 328 |
|
2019
Q3 | $20K | Hold |
224
| – | – | ﹤0.01% | 327 |
|
2019
Q2 | $20K | Buy |
+224
| New | +$20K | ﹤0.01% | 337 |
|
2018
Q4 | – | Sell |
-224
| Closed | -$19K | – | 408 |
|
2018
Q3 | $19K | Hold |
224
| – | – | ﹤0.01% | 334 |
|
2018
Q2 | $19K | Sell |
224
-122
| -35% | -$10.3K | ﹤0.01% | 337 |
|
2018
Q1 | $30K | Sell |
346
-254
| -42% | -$22K | 0.01% | 314 |
|
2017
Q4 | $52K | Buy |
+600
| New | +$52K | 0.01% | 285 |
|