Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-106
| Closed | -$9K | – | 293 |
|
|
2017
Q1 | $9K | Sell |
106
-6,673
| -98% | -$567K | ﹤0.01% | 217 |
|
|
2016
Q4 | $587K | Sell |
6,779
-203
| -3% | -$17.6K | 0.18% | 24 |
|
|
2016
Q3 | $609K | Sell |
6,982
-978
| -12% | -$85.3K | 0.24% | 29 |
|
|
2016
Q2 | $674K | Buy |
7,960
+2,567
| +48% | +$217K | 0.34% | 31 |
|
|
2016
Q1 | $441K | Buy |
5,393
+2,522
| +88% | +$206K | 0.31% | 54 |
|
|
2015
Q4 | $232K | Buy |
+2,871
| New | +$232K | 0.26% | 77 |
|
|
2013
Q3 | – | Sell |
-1,647
| Closed | -$150K | – | 297 |
|
|
2013
Q2 | $150K | Buy |
+1,647
| New | +$150K | 0.6% | 51 |
|