AWM
Ameliora Wealth Management’s iShares US & Intl High Yield Corp Bond ETF GHYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-920
| Closed | -$40.2K | – | 173 |
|
|
2024
Q2 | $40.2K | Sell |
920
-715
| -44% | -$31.3K | 0.02% | 126 |
|
|
2024
Q1 | $72.2K | Hold |
1,635
| – | – | 0.03% | 122 |
|
|
2023
Q4 | $72.3K | Hold |
1,635
| – | – | 0.04% | 105 |
|
|
2023
Q3 | $67.9K | Sell |
1,635
-27,370
| -94% | -$1.14M | 0.04% | 112 |
|
|
2023
Q2 | $1.23M | Sell |
29,005
-6,836
| -19% | -$290K | 0.76% | 41 |
|
|
2023
Q1 | $1.53M | Sell |
35,841
-33,164
| -48% | -$1.42M | 0.9% | 39 |
|
|
2022
Q4 | $2.86M | Buy |
69,005
+2,037
| +3% | +$84.3K | 1.53% | 22 |
|
|
2022
Q3 | $2.6M | Buy |
+66,968
| New | +$2.6M | 1.41% | 23 |
|