Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,409
| Closed | -$468K | – | 287 |
|
|
2019
Q1 | $468K | Hold |
5,409
| – | – | 0.07% | 166 |
|
|
2018
Q4 | $439K | Sell |
5,409
-195
| -3% | -$15.8K | 0.08% | 157 |
|
|
2018
Q3 | $484K | Sell |
5,604
-1,152
| -17% | -$99.5K | 0.09% | 156 |
|
|
2018
Q2 | $575K | Sell |
6,756
-374
| -5% | -$31.8K | 0.15% | 103 |
|
|
2018
Q1 | $611K | Buy |
7,130
+60
| +0.8% | +$5.14K | 0.24% | 71 |
|
|
2017
Q4 | $617K | Buy |
+7,070
| New | +$617K | 0.28% | 63 |
|