Advocacy Wealth Management Services’s PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund HYS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-100
| Closed | -$10K | – | 231 |
|
2017
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 191 |
|
2017
Q2 | $10K | Sell |
100
-210
| -68% | -$21K | ﹤0.01% | 188 |
|
2017
Q1 | $31K | Sell |
310
-372
| -55% | -$37.2K | 0.01% | 112 |
|
2016
Q4 | $68K | Sell |
682
-191
| -22% | -$19K | 0.02% | 60 |
|
2016
Q3 | $87K | Sell |
873
-268
| -23% | -$26.7K | 0.03% | 79 |
|
2016
Q2 | $110K | Sell |
1,141
-2,069
| -64% | -$199K | 0.06% | 95 |
|
2016
Q1 | $298K | Sell |
3,210
-2,217
| -41% | -$206K | 0.21% | 65 |
|
2015
Q4 | $498K | Buy |
+5,427
| New | +$498K | 0.56% | 49 |
|