Alterna 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
Q1 | – | Sell |
-9,297
| Closed | -$686K | – | 118 |
|
|
2022
Q4 | $686K | Hold |
9,297
| – | – | 0.77% | 33 |
|
|
2022
Q3 | $664K | Buy |
+9,297
| New | +$664K | 0.79% | 31 |
|
|
2022
Q1 | – | Sell |
-2,380
| Closed | -$207K | – | 130 |
|
|
2021
Q4 | $207K | Buy |
+2,380
| New | +$207K | 0.17% | 103 |
|
|
2020
Q4 | $333K | Buy |
3,817
+90
| +2% | +$7.85K | 0.42% | 55 |
|
|
2020
Q3 | $313K | Buy |
3,727
+1,092
| +41% | +$91.7K | 0.45% | 48 |
|
|
2020
Q2 | $215K | Buy |
+2,635
| New | +$215K | 0.26% | 89 |
|
|
2020
Q1 | – | Sell |
-13,640
| Closed | -$1.2M | – | 89 |
|
|
2019
Q4 | $1.2M | Buy |
+13,640
| New | +$1.2M | 1.33% | 24 |
|