Acorn Wealth Advisors’s FlexShares High Yield Value-Scored Bond Index Fund HYGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
9,720
-623
| -6% | -$25.6K | 0.15% | 134 |
|
|
2025
Q1 | $418K | Sell |
10,343
-472
| -4% | -$19.1K | 0.17% | 124 |
|
|
2024
Q4 | $440K | Sell |
10,815
-192
| -2% | -$7.81K | 0.18% | 118 |
|
|
2024
Q3 | $459K | Sell |
11,007
-17
| -0.2% | -$708 | 0.2% | 102 |
|
|
2024
Q2 | $445K | Sell |
11,024
-56
| -0.5% | -$2.26K | 0.22% | 92 |
|
|
2024
Q1 | $456K | Buy |
11,080
+54
| +0.5% | +$2.22K | 0.24% | 89 |
|
|
2023
Q4 | $451K | Buy |
11,026
+1,707
| +18% | +$69.8K | 0.27% | 82 |
|
|
2023
Q3 | $371K | Buy |
+9,319
| New | +$371K | 0.25% | 95 |
|