Accel Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-392
| Closed | -$29.6K | – | 482 |
|
|
2023
Q1 | $29.6K | Hold |
392
| – | – | 0.01% | 611 |
|
|
2022
Q4 | $28.9K | Sell |
392
-32
| -8% | -$2.36K | 0.01% | 469 |
|
|
2022
Q3 | $31K | Hold |
424
| – | – | 0.02% | 458 |
|
|
2022
Q2 | $32K | Hold |
424
| – | – | 0.02% | 436 |
|
|
2022
Q1 | $35K | Hold |
424
| – | – | 0.02% | 439 |
|
|
2021
Q4 | $37K | Buy |
424
+218
| +106% | +$19K | 0.02% | 439 |
|
|
2021
Q3 | $18K | Sell |
206
-218
| -51% | -$19K | 0.01% | 528 |
|
|
2021
Q2 | $37K | Sell |
424
-10
| -2% | -$873 | 0.02% | 397 |
|
|
2021
Q1 | $38K | Hold |
434
| – | – | 0.03% | 370 |
|
|
2020
Q4 | $38K | Buy |
+434
| New | +$38K | 0.04% | 349 |
|